Matt Hansen - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

Matt Hansen, Certified Founders Group Associate

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An Entrepreneur’s Business Succession Journey

About Matt

PROFESSIONAL ACCREDITATIONS

He earned his CFP (Certified Financial Planner) designation and holds financial services industry licenses 7 and 66, as well as his CA Life and Health Insurance license.

EDUCATION

Matt graduated from Southern Utah University with a BS in Finance and Marketing.

POSITIONS

Matt Hansen, a local San Diegan, is a certified financial planner CFP® and certified exit planning advisor CEPA® helping business owners in every stage of their life cycle. He strives to provide resources and capital to help business owners grow, investment banking resources to help them sell, merge or go public, and personalized financial and wealth management advice along the way coupling their financial plan with their overall business plan to help maximize the value of their company and create a successful exit and liquidity event.

COMMUNITY SERVICES

Matt enjoys community engagement and philanthropy, and currently holds board memberships with New Haven Youth and Family Services, ACG San Diego, and Exit Planning Institute-San Diego Chapter.

PERSONAL

Matt and his wife Anne married in 2008.  They welcomed their daughter Savannah in 2012, their son Henry in 2015 and their daughter Juliette Rose in 2020.