Ray Croff

Ray Croff is a Certified Exit Planning Advisor (CEPA), CVGA,CVB and developer of numerous patented exit planning tools, including:

● The Advisor’s Edge — a patented subscription service for Exit Planners and advisors that gives them access to a library of exit-planning content, content that can be sent to business owners to educate them on exit planning.

● The Owner’s Edge — The Owner’s Edge is a collection of educational materials to help owners increase their business value, reduce owner dependency and prepare to exit.

● Get a Grip — a patented online course, either self-led or through Owner Roundtables, for business owners that addresses profitability, increasing business value, and becoming best in class.

Ray is a graduate of The Exit Planning Institute, an MBA-style program, and is specially trained in the Value Acceleration Methodology™. Ray is also a Certified Value Builder and is also a Certified Value Growth Advisor. The CVGA certification focuses on the process and steps needed to help clients maximize the value of their companies.

Ray also holds numerous other certifications, including:

● IAR — Investment Advisor Representative

● CLU — Chartered Life Underwriter

● ChFC — Chartered Financial Consultant

● CAP — Certified Advisor in Philanthropy

Before entering the financial services profession, Ray owned his own business with equipment, real estate, and numerous employees for over 20 years. Ray helps businesses of all shapes and sizes to build their value, whether they’re thinking about exiting or not.

Exit Planning Accomplishments

● Exit Planning Institute North Dallas Chapter- President

● Value Builder Advisory Board

● Organized and Moderated a National Study group focusing on Exit Planning

● Speaker at Exit Planning Institute- Global- Topic: Using Owners Roundtables to Educate Business Owners

● Global Atlantic Annual Leadership Training- Topic: Exit Planning—The Value Acceleration Model

● Nominated for Exit Planner of the Year 2019 - Exit Planning Institute

● Member of the year 2019- Exit Planning Institute North Dallas Chapter

Background

● B.B.A. Financial Services, University of North Texas

● B.B.A. Insurance, University of North Texas

● International Association of Registered Financial Consultants

● Chartered Life Underwriter-American College

● Chartered Financial Consultant-American College

● National Association of Insurance and Financial Advisors

● Society of Financial Service Professionals

● Adjunct Professor, University of North Texas

Community Involvement

● Agent of the year 2018 - Global Atlantic Financial Group

● Global Atlantic Agent Advisory board

● United Way Board of Directors- Past Campaign Co-Chair

● Project Blue Print - Past Chair- Current instructor

● University of North Texas Graduate School Advisory Board

● University of North Texas Risk Management Advisory Board

● Current Co-Chair of Denton Independent School District Bond Oversight Committee

● Denton Rotary Club

● Denton County Friend of the Family - Past Board of Directors

● CASA Past Board of Directors

● Leadership Denton Past Board of Directors

● Past member of Health Services of North Texas Advisory Board member

● United Way

○ Presentations to Member agencies of Planned Giving and Community Impact

○ Annual Presenter to the Project Blueprint - Board member training

● Strategic Planning sessions for non profits: Habitat for Humanity, United Way, Casa, Denton County Friends of the Family, Denton County Advocacy Center, Embrace

● PPP Loan Start Council of Ft Worth- Topic: Using Planned Gifts for Greater Impact

● Society of Planned Giving San Diego - Topic: Annual Gifts pivoting to Planned Gifting

● Numerous presentations on how to Maximize Social Security

● Strategic Planning sessions for non profits: Habitat for Humanity, United Way, Casa, Denton County Friends of the Family, Denton County Advocacy Center, Embrace