Speak with a Partner
Jeffrey P. DeHaan, CFP®
Managing Partner – Private Wealth Management
Managing Partner – Private Wealth Management
Our Business Succession & Exit Strategies event was tailored to leaders managing significant enterprise value who are exploring their next phase. Attendees had the opportunity to engage with:
Disclosure
The information presented in this event is for educational purposes only and is not intended for use to buy or sell securities. The prepared material is for informational purposes only and is not intended to provide, and should not be relied on, for accounting, legal, or tax advice. Investing involves risk, including the potential loss of principle. Past performance is not indicative of future results.
As of May 31st, 2025, Clearwater Capital Partners have clients in 37 states.
Private market investing involves liquidity risk as well as operational risk of the entities being purchased or lent to. Private debt is subject to credit and interest rate risk. Private market investing is not appropriate for all investors. Please consult with your financial advisor before investing.
John Chapman, John Sleeting, Valerie Hogan, Hunter Sims, Tyler Beachler, James Chapman, Jeffrey DeHaan, Kevin Nolte, Kevin Carani, Hayley Holmes, and Katie Berganske-Frank are employees of Clearwater Capital Partners. Joseph Kuchta is a member of the Board of Directors for Clearwater Capital Partners. Mr. Kuchta was not compensated for his statements or participation in the Entrepreneurial Legacies A Clear Conversations Podcast.
John Pitzaferro, Stacey Pitzaferro, Walter Beecroft, and Jae Haas are clients of Clearwater Capital Partners. Mr. Pitzaferro and Mr. Beecroft were not compensated for their statements or participation in this event. A5 IT, Verity IT, TNP, and NEXTnp are businesses affiliated with Mr. Pitzaferro and Mr. Haas. John Sleeting sits on the Board of Directors for My Well and First Fruits Family Foundation, two 501 (c)3 organizations founded by Mr. Pitzaferro. Beyond this, Mr. Pitzaferro and Mr. Haas have no other material conflicts of interest related to their advisory relationship with Clearwater Capital Partners.
Kenny Cox is a client of Clearwater Capital Partners. Mr. Cox was not compensated for his statements or participation in the Entrepreneurial Legacies A Clear Conversations Podcast. Cox Family Holdings is a business affiliated with Mr. Cox. John Sleeting provides services for Mr. Cox as the Chair of the Board of Directors for Cox Family Holdings, founded by Mr. Cox. Beyond this, Mr. Cox has no other material conflict of interest related his advisory relationship with Clearwater Capital Partners.
Jae Haas, Terry Graber, Lizzy Lopez, Tim Lynn, and Terrance Wallace are clients of Clearwater Capital Partners. Mr. Haas, Mr. Graber, Ms. Lopez, Mr. Lynn, and Mr. Wallace were not compensated for their statements or participation in the Entrepreneurial Legacies A Clear Conversations Podcast.
The Family Wealth Alliance and the Exit Planning Institute are not clients of Clearwater Capital Partners. Clearwater Capital Partners is a member firm of the Family Wealth Alliance, a Charles Schwab company. Clearwater Capital Partners uses Charles Schwab as a custodian for client’s managed accounts. Valerie Hogan received her Certified Exit Planning Advisor (CEPA®) certification through the Exit Planning Institute.
Tony Chen, Joseph Pringle, Joelle Marquis, Justin Albertson, Gary Skunk, Tim Witt, Tom DeSimone, Aaron Stevens, Jessica Archer, Tiffany Williams, Garry Krum, Chris Geyer, Mark Phillips, Nathan Viehl, and Jeanne McMains are not clients of Clearwater Capital Partners. No compensation was provided for their statements or participation in this event.
Kip Pendleton, Jeff Haanen, John Rhinehart, Dr. Sameer Naseeruddin, Tom Livergood, Natalie Ryan, Anna Fiascone, Tricia Osolin, and David Saporta are not clients of Clearwater Capital Partners. No compensation was provided for their statements or participation in the Entrepreneurial Legacies A Clear Conversations Podcast.
Redmark, AFNR Homes, NIR Roof Care Inc., Skybalance Med Spa, 31 Gospel Patrons, InZone, Scan One, First Trust Capital Management, Vivaldi Capital Management, The University of Cambridge, Power Construction, Sandbox, 1349 Tequila, A5 IT, Verity IT, TNP, NEXTnp, Prairie Capital Advisors, Road Ranger, Better Exit, National Christian Foundation, G5 Family, PitchBook, Verdant Frontiers, Family Business Consulting Group, Arsenal Capital Partners, Strangers in Paradise, Midwest Equity, Agora Consulting, Hennepin Partners, 11 Tribes Ventures, Thompson Coburn, and the PGA Tour are not affiliated with Clearwater Capital Partners.
All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Investment Advice is offered through Clearwater Capital Partners, a Registered Investment Advisor.
John E. Chapman
Chief Executive Officer