Business Strategy Institute Faculty of Idaho and Eastern Washington
c. todd halterman
BUSINESS COACH/EXIT PLANNER
With over 28 years of experience, Todd is a respected business coach and exit planner dedicated to helping local and regional business leaders secure their wealth and prepare for successful transitions. Understanding that 80% of small businesses don’t sell, his mission is to change these outcomes through effective strategic planning.
As a serial entrepreneur who founded over a dozen businesses
and sold more than half, Todd offers unique insights that elevate
his coaching practice. He strategically guides clients in maximizing profits while structuring their enterprises for a profitable exit, earning him recognition as a sought-after expert and speaker.
A U.S. Navy veteran and a former firefighter and EMT, Todd embodies resilience and dedication in his professional and personal endeavors. He is passionate about advocating for veterans and their families, organizing events that foster
community and support.
ALPHA III Wealth Management
162 E Hayden Ave
Hayden, ID 83835
Phone: 509.713.9495
Fax: 888.445.0317
www.alpha3wealth.com
Book a 10-minute chat >> https://calendly.com/todd-halterman
JODY NUNEZ
INSURANCE/FINANCIAL PLANNER
Jody is the President of American Capital Tactics with 33 years of financial industry experience. He knows that knowledge is only useful when put into action. Through educational classes or individual meetings, he can help you identify, mitigate and hopefully avoid six of the common mistakes that can harm your business and your financial health. You can attend one of our classes, or we can schedule one for your business.
Jody R. Nunez offers products and services using the following business names: Business Strategy Institute, American Capital Tactics– insurance and financial services.
American Capital Tactics
1042 W. Mill Ave., Ste 207
Coeur d’Alene, ID 83814
Phone: 208.292.8355
Fax: 916.244.0382
www.americancapitaltactics.com
Terry E. andrus
CPA
Terry E. Andrus was born in Spokane and grew up in Redmond, WA. After several career moves, Terry obtained his Certified Public Accountant's license in 2013. Terry’s practice is focused on helping business owners and individuals plan and protect their families, futures and companies.
Terry and his girls settled in Coeur d’Alene in June 2018. Terry loves spending time with his daughters, his Border Collie “Ollie”, practicing Jiu-Jitsu, hiking, running, weightlifting, and traveling.
CORE Accounting & Consulting
3731 N Ramsey Rd #200
Coeur d'Alene, ID 83815
Phone: 208-676-8900
Fax: 888-380-5489
www.core.cpa
candace nunez
CREDENTIALED EXIT PLANNER
Candace has been working with Jody for 17 years. Her passion is educating business owners to help them plan and protect what is generally their biggest asset - the company. She understands that working through an intelligent exit planning process requires that an individual first identify personal priorities and ultimately take the necessary steps to mitigate risk.
Phone: 208-292-8354
JASON GRAY
ATTORNEY
Jason is an accomplished attorney with a strong emphasis on estate planning, with a wealth of experience in advanced estate planning techniques, asset protection, and long-term care planning. He is a trusted advisor in the realm of business succession planning, with a track record that includes representing Fortune 500 companies on corporate governance matters.
Jason teaches at Gonzaga University School of Law and in the Paralegal Program at North Idaho College. His career has been enriched by his previous roles as a Deputy Attorney General for the State of Idaho and as a judicial law clerk in the Fourth Judicial District of Idaho. Jason holds a Juris Doctor degree from the Gonzaga University School of Law and is duly licensed to practice law in both Idaho and Washington. He is the owner and founder of Pinnacle Estate Planning, where he continues to excel in providing comprehensive estate planning and legal counsel services.
Pinnacle Law PLLC - Pinnacle Estate Planning
920 N. Argonne Road, Suite 109
Spokane, WA 99212
Phone: 208.449.1213 or 509.505-0665
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