Testimonials

I thought I knew all of the intricacies of compensation planning as it relates to Human Capital….then I met Tom Jordan. His broad spectrum of experience and creativity shed more light on the importance of aligning a companies’ compensation strategy, both short and long term, with the business strategy. From annual salary and bonus platforms to his use of stock and non-stock strategies to retain and reward key people, his creative use of applying the Value Acceleration Methodology to his unique role and his ability to speak the CEPA language makes him a valuable asset to all CEPA’S as they take their clients through our trademarked process. Tom is easy to work with and expertly positions other exit planning advisors in their client planning.”

I was looking for something unique to offer my 4 key employees. The usual package of health insurance and 401-k plan was just not a differentiation of my company anymore. It’s as if these basic benefits are these days considered an expectation. A colleague at our local trade association introduced me to Tom’s Well Planned platform. It immediately became clear to me how unique this benefit is and how it will change the financial lives of my key people. The methodology used is almost genius in that it takes a holistic approach in teaching my people how to make better money decisions. Tom does an outstanding job of protecting the confidentiality of everyone involved. I highly recommend taking a close look at how Tom uses this benefit to bring key people closer to the vision I have for my company.

Tom and I started our relatonship by focusing on building my business value. I am planning on selling my company in about 4 years. In the process of our work together he prepared a comprehensive exit readiness analysis which included a deep review of my personal wealth outside of the business. The platorm he used is called “Well Planned.” I was so impressed with the process that I hired Tom to take my 6 key employees through the same experience. Not only is his platorm an outstanding executive perk, it also helps my people with personal financial clarity.