Samuel Leidhom

Certified Business Exit Consultant®

CBEC®

Samuel holds the Certified Business Exit Consultant® Designation from the International Exit Planning Association (IEPA). The Certified Business Exit Consultant® Designation is a significant achievement and further establishes Samuel Leidholm as one of the elite exit planners in the marketplace today.

 

Samuel attended University of North Dakota where he majored in Finance and Accounting. He was drawn to this career by seeing his family’s relationship and growth with their trusted advisor. He has a passion for comprehensive wealth management and the process of helping others plan for the future.

Before joining Business Owner Succession Strategies and Waterfront Financial Group, Samuel worked with Northwestern Mutual in downtown Minneapolis, providing comprehensive financial planning for individuals, families, and business owners.

To receive the CBEC® Designation, Samuel completed the high-level nine week training program that required 30+ hours of pre-course study, 32 hours of extensive, leading edge curriculum taught by top expert instructors in their respective fields as well as the successful completion of the final exam. As an additional requirement for the CBEC® Designation, Samuel delivered an exit plan to an owner and submitted that plan to the IEPA’s Certification committee for review.  The quality and the brand of the IEPA’s CBEC® Designation requires this type of process. Holding graduates to this standard ensures the IEPA that any advisor in the marketplace with the CBEC® designation has not only gone through their extensive Certification course and pre-work, but they have also taken an owner through this process and delivered the type of solution that the IEPA expects from their advisors.

Samuel is from central North Dakota, born in the small town of Washburn where his family farm is located. He then moved to Bismarck where he attended Century High School, finishing with academic honors.

Samuel is a passionate outdoorsman, golfer, and sports fan. When he is outside of the office, you will find him somewhere on the farm or in the rough on one of Minnesota’s pristine golf courses.


OFFICE LOCATION

8000 W 78th, Suite 415
Edina, Minnesota 55439

952-222-BOSS
Mark@ExitwithBOSS.com

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