Jason Hetland
MBA
Partner, Financial Consultant
Jason Hetland is a Financial Consultant who holds his Series 65 investment registration and Certified Exit Planning Advisor (CEPA) designation.
Jason earned a B.A. in finance and marketing from Bethel University and an MBA from the Carlson School of Business at the University of Minnesota.
With 15 years of experience as a finance professional within various corporate roles, Jason began working solely with business owners in 2016. Today, he focuses on helping businesses clarify and achieve their financial goals.
Jason lives in Plymouth with his wife, Julie, and their four children.
Get to know Jason
Jason enjoys spending time with family and friends, traveling, trying new restaurants (or returning to old favorites), and working out.
Questions & Answers
A Master of Business Administration, or MBA degree, is a graduate-level business and management degree with a focus on leadership and managerial skills. https://www.mba.com/
The Certified Exit Planning Advisor (CEPA®) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Exit planning is not just a plan. It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on their terms when they are ready. It aligns the business, personal, and financial needs of the owner. Certified Exit Planning Advisors (CEPA®) educate the owner on all of the exit options and enters an engagement with an exit-option-agnostic perspective to truly serve the business owner’s diverse needs. CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project. About Exit Planning Institute: History, Staff, Faculty, & CEPA Community
Grandfather Trail in North Carolina
Hanging out on his back patio or sitting around any campfire