Toggle

Keven Prather

Keven Prather

Keven Prather specializes in serving the complex needs of business owners through Financial Planning and Business Transition/Exit Planning. Using a Total Wealth Planning approach, Keven’s objective is to turn complex problems into actionable, understandable and manageable steps, by collaborating with business owners, their family, and strategic partners. Keven can be reached at (216) 592-7314 or kprather@financialguide.com. www.TransitioNextAdvisors.com.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services LLC. Member SIPC. www.SIPC.org. TransitioNext Advisors is not a subsidiary or affiliate of MML Investors Services LLC or its affiliated companies. Supervisory Office: 1956 Carter Rd., Suite 200, Cleveland, Ohio 44113. (216) 621-5680.
This report is intended to be used for informational purposes only. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney, legal, or tax counsel for advice on specific legal and tax matters.
CEG Worldwide LLC is not a subsidiary or affiliate of MML Investors Services LLC or its affiliated companies. VFO Inner Circle Special Report by Russ Alan Prince and John J. Bowen Jr. ©copyright 2024 by AES Nation LLC. All rights reserved. This report is reprinted with permission from VFO Inner Circle. Unless otherwise noted the source for all data cited regarding financial advisors in this report is CEG Worldwide LLC. The source for all data cited regarding business owners and other professionals is AES Nation, LLC. CRN202705-6588010

Related Stories


When It’s Time To Update Your Estate Plan

Don’t Let Procrastination Hurt Your Finances.

Originally published Published: 10.01.24 Author By Keven Prather

Don’t Let These Financial Surprises Trip You Up

Learn effective strategies to prevent uncomfortable surprises.

Originally published Published: 09.01.24 Author By Keven Prather

Give Your Wealth Plan a Stress Test

Reducing your stress with a financial stress test.

Originally published Published: 08.01.24 Author By Keven Prather

Shield Your Wealth with Asset Protection Strategies

Many strategies can help safeguard your wealth against those who would unjustly seek to take it.

Originally published Published: 07.01.24 Author By Keven Prather

Building Value Outside the Business

Time to Ease the Stress.

Originally published Published: 06.01.24 Author By Keven Prather

What Are Your Biggest Financial Concerns?

Take the uncertainty out of your financial concerns.

Originally published Published: 04.29.24 Author By Keven Prather

Building Value Outside the Business

1. Know Your Business’ Real Value 2. Diversify Investments 3. Minimize Taxes

Originally published Published: 03.27.24 Author By Keven Prather

Four Ways to Ease the Tax Bite When Selling Your Business

There’s always some pain when selling your business, but Prather helps make the transition easier.

Originally published Published: 02.04.24 Author By Keven Prather

Is a Family Transfer Right for Your Business?

An overview of the pros and cons of a family transfer for HVAC business owners. In this installment, Prather also offers alternative options.

Originally published Published: 01.04.24 Author By Keven Prather

4 Improvements That Can Position Owners for Greater Success

Ensure a successful succession plan by improving your business now.

Originally published Updated: 12.01.23 Author By Keven Prather

Why Planning Now Beats Planning Procrastination

Succession planning starts years before you plan to leave your company.

Originally published Published: 11.03.23 Author By Keven Prather

How Your Employees' Motivations Can Affect Your Business Planning

Incentivize employees to support your business with creative succession planning. Motivate them with vesting plans, incentives, and more.

Originally published Published: 10.01.23 Author By Keven Prather

The Urgency of Planning & Realistic Timelines

The importance of contingency plans in business success

Originally published Published: 09.01.23 Author By Keven Prather

Preparing Employees for Ownership Strengthens Business

Strength the core foundation of your business and prepare your employees for succession and an ownership stake.

Originally published Published: 08.01.23 Author By Keven Prather