Maureen Verduyn - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

Maureen Verduyn, Certified Founders Group Associate

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An Entrepreneur’s Business Succession Journey

About Maureen

Maureen Verduyn
email: MV@TheFinancialTeam.com
tel: (760) 448-2882
web: TheFinancialTeam.com

PROFESSIONAL ACCREDITATIONS

CFP™ – College for Financial Planning

EA – Enrolled Agent with the IRS

CEPA – Exit Planning Institute

EDUCATION

MEd – University of San Diego  

BS  – University of North Carolina.

POSITIONS

Founder, CEO and lead strategist of The Financial Team, Inc.  In 1996, Maureen created a client-centric culture and philosophy which has allowed the firm to focus on developing long-lasting relationships with both clients and strategic partners.  With financial planning and investment management as the core service, Maureen and her team also provide advanced expertise in the areas of income and estate tax planning, institutional real estate investments as well as exit planning for owners of closely held businesses.  While numbers are her specialty, Maureen’s joy and satisfaction comes from creating solutions that help others achieve success by accomplishing their goals and realizing their dreams.