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  3. Justin Goodbread
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Justin Goodbread

CFP®
Business Growth, Valuation, & Strategic Planning
Financially Simple, LLC
Country or state 
United States
Available to 
North America
City 
Knoxville
Fee 
Languages 
English
Volunteer
Yes

Personal Details

Bio

Justin A. Goodbread, CFP®, CEPA®, CVGA®, owner of Heritage Investors and FinanciallySimple.com, is a nationally recognized financial planner, financial educator, wealth manager, author, speaker, and entrepreneur. Armed with 20+ years of experience starting, buying, selling, and owning businesses, Justin has dedicated his time helping fellow business owners increase and manage the value of their businesses and personal assets so that they can live the life of their dreams now and in the future.

In 2016, Justin launched the FinanciallySimple.com enterprise – a financial blog, podcast, video, and education portal – to demystify financial concepts for small business owners. Through Financially Simple, Justin uses his skills to guide business owners through business sales, mergers, or buy-outs, ultimately preparing them for the next chapters in their lives. His work in Financially Simple has catapulted Justin into the national press where he writes for Kiplinger, Forbes, and Investopedia and where his name appears in many national media venues and in a litany of written publications. His ability to make complex financial concepts “financially simple” has landed him Exit Planning Institute’s Exit Planner Leader of the Year and four time winner of Investopedia Top 100 Advisor. Justin also speaks regularly about business at national conventions, trade associations, business events, and seminars around the nation.

Learn more about Justin at https://financiallysimple.com/.

Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. For more information about Justin's credentials, please visit https://heritageinvestor.com/awards-certifications/

Current position (3)

Business Growth, Valuation, & Strategic Planning

Financially Simple, LLC

CEO

Heritage Investors, LLC

CEO

Heritage Business Advisors, LLC

Degrees (3)
CERTIFIED FINANCIAL PLANNER™
Certified Financial Planning Board of Standards
2009 to 2021
Certified Exit Planning Advisor
Exit Planning Institute
2016 to 2021
Certified Value Growth Advisor
Corporate Value Metrics
2018 to 2021

Presentations

Presentations (3)
3 Ways to Increase Your Business’s Long-term Value
Is Your Business is Valuable As You Think?
Why Business Value is More Important than Business Profitability?
Past talks (2)
Is Your Business is Valuable As You Think?
Legacy Center Business Workshop
Knoxville, TN
September 13, 2019
The Valuable Differences Between Tax Preparers & Tax Planners
Mahan Dental Workshop
Knoxville, TN
November 6, 2018
  • All (2)
  • Videos
  • Photos
  • One sheet (1)
  • Press information (1)
This speaker hasn't uploaded any videos yet.
This speaker hasn't uploaded any photos yet.
This speaker hasn't uploaded any slides yet.
Speaking and Guest Podcasting - OneSheet
Work with the Financially Simple Team

Books & Articles (9)

The Ultimate Sale - A Financially Simple Guide to Selling a Business for Maximum Profit
Financially Simple, LLC,
2019
Your Baby's Ugly - Maximize the Value of Your Business or You'll Have Nothing to Sell
Financially Simple, LLC,
2021
[Forbes] How To Be A Better Investor Than The Experts
[Kitces.com] Advising Small Business Owners By Helping Them Increase Their Own Enterprise Value
[MoneySavage] Business Succession with Justin Goodbread
[Forbes] Five Financial Steps For Surviving The Loss Of A Spouse
[Financially Simple] Building Your Business - Start With the End In Mind
[MYB Podcast] Best Practices Around Properly Assessing Your Business' Value
[Financially Simple] Business Growth - What You Need to Know

Expertise (26)

Business
Education
Leadership
Skills & Trades
Small Business Growth Business Coach Business value growth Small Business Valuation Strategic Financial Planning Financial Planning for Entrepreneurs Retirement Planning Wealth Management Agile business processes Applications to advance business Business Growth retirement strategies business systems Exit Planning Corporate Taxes Staff Development Business Insurance and Risk Management Facilitation of Strategic Planning Strategic Planning and Implementation Developing a Strategic Vision Business Valuation Business Speakers

Awards & certifications (10)

Investopedia Top 100 Advisor
Investopedia
2021
Investopedia Top 100 Advisor
Investopedia
2020
Investopedia Top 100 Advisor
Investopedia
2019
Investopedia Top 100 Advisor
Investopedia
2018
EPI Leader of the Year
Exit Planning Institute
2018
40 Under 40
Knoxville News Sentinel
2019
Forbes Finance Council
Forbes Magazine
2017
CERTIFIED FINANCIAL PLANNER®
Certified Financial Planner Board of Standards, Inc.
2009
Certified Exit Planning Advisor®
Exit Planning Institute
2016
Certified Value Growth Advisor™
Corporate Value Metrics
2018
Recommendations
Why choose me? 

Are you looking for actionable steps and ROI benchmarks that grow your business? Look no farther!

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