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Disclosures (As of the Date of Publication):

About the Author and Professional Affiliations

Timothy N. Vorhoff is a registered representative of CV Securities LLC (“the Firm”), a FINRA member broker-dealer. The Firm is a referral-only broker-dealer and does not effect securities transactions. The author may receive compensation for certain referrals of business owners to the Firm as well as referrals to the Firm’s affiliated referral-only investment advisor—Oryn Network LLC. The author is not a certified tax adviser, estate planning attorney, or investment adviser representative.

Timothy N. Vorhoff is not an investment banker nor an investment advisor representative, and business owners cannot hire him in that capacity.

Corporate Structure and Referral Activities

CreoValo LLC is the parent company of CV Securities LLC. Referrals involving securities products and services are made through CV Securities LLC. Referrals of non-securities products and services are made through CreoValo LLC. For purposes of this book, references to “CreoValo” may include CreoValo LLC and its affiliated entities, including CV Securities LLC, as applicable.

Independent Publication

This book has been written and published by the author independently and outside the scope of his status as a registered representative of CV Securities LLC. The views, strategies, and educational content presented herein are those of the author and do not necessarily represent the views of the Firm.

Educational Purpose Only

This book and the “Readiness Toolkit” are intended solely for educational and informational purposes. The ‘Toolkit’ downloads are provided as static, blank templates. They are not interactive tools, valuations or financial projections. Users are responsible for the accuracy of any data they apply to these sample frameworks. Nothing contained in this book constitutes:

  • Investment advice or a recommendation to buy or sell securities
  • Tax advice or tax planning recommendations
  • Legal advice or estate planning recommendations
  • An offer to provide investment banking or advisory services
  • A solicitation of any kind

No Professional Relationship Created

Reading this book, reviewing the author’s personal website, reviewing the author’s videos, listening to podcasts, attending related seminars, or contacting the author does not create a client or customer relationship, referral relationship, advisory relationship, or any professional engagement.

Limitations on Author’s Expertise

The author is qualified to discuss investment banking processes. However, the author is NOT:

  • A Certified Public Accountant (CPA) or tax advisor
  • An attorney or estate planning specialist
  • A Certified Financial Planner (CFP)

All discussions of tax planning, estate planning, and legal structures are presented in general terms only to highlight topics that business owners should explore with qualified professionals in those specific disciplines.

Requirement for Professional Consultation

Before implementing any strategy discussed in this book, readers must consult with appropriate licensed professionals, including:

  • Certified Public Accountants for tax matters
  • Estate planning attorneys for estate and succession planning
  • Investment bankers for transaction advisory (with proper due diligence)
  • Registered investment advisors for ongoing wealth management

Individual Circumstances Vary

Every business, transaction, and individual situation is unique. Factors affecting outcomes include but are not limited to market conditions, industry dynamics, company-specific issues, timing, economic conditions, regulatory changes, and personal circumstances. Strategies that may be appropriate for one situation may be entirely inappropriate for another.

No Guarantees or Predictions

Past transaction outcomes, examples, and case studies presented in this book are not indicative of future results. No representation is made that any business owner will or is likely to achieve similar results. Investment banking transactions involve significant risk, and outcomes can vary dramatically.

Forward-Looking Statements

This book may contain forward-looking statements about market trends, industry developments, or planning strategies. These statements are based on current information and are subject to change. Actual results may differ materially from any projections or expectations discussed.

Due Diligence Required

The discussion of interviewing and selecting investment bankers and investment advisors is educational guidance only. Readers must conduct their own thorough due diligence, check regulatory records (FINRA BrokerCheck, SEC Investment Adviser Public Disclosure), verify credentials, and make their own independent judgments.

Hypothetical Examples

Unless explicitly stated otherwise, all examples, case studies, and scenarios presented in this book are hypothetical, composite, or have been modified to protect confidentiality. They are designed to illustrate concepts only and do not represent actual client situations or guaranteed outcomes.

Changes in Law and Regulation

Tax laws, securities regulations, and estate planning rules change frequently. Information current at the time of publication may become outdated. Readers should verify current law with qualified professionals before taking action.

Limitation of Liability

The author and publisher make no warranties or representations regarding the accuracy, completeness, or timeliness of the content. Neither the author nor publisher shall be liable for any losses, damages, or adverse consequences arising from reliance on information contained in this book.

Questions or Services

For information about the investment banking referral services offered through CV Securities, please contact Timothy N. Vorhoff at howtoexitright.com.