SCOPE™ Institute - Director of Education - Nebraska
402.274.9185
- Exclusively For Business Owners -
The Business Owners Playbook
Our practice exists to navigate business owners through the most consequential transition of their lives—so decades of work, wealth, and sacrifice aren’t undone.
Richard W. Warner, RICP® - CEPA®
The financial life of a successful business owner usually has two major chapters.
The first chapter is the stewardship and the long-term management of what you built.
The second chapter is the transition. This is the buildup to an exit or a liquidity event.
These two chapters have different goals. They have different emotional realities. They require different tools and specific strategies.
Decisions made here are often irreversible. If you get the tax structure wrong during a sale, you cannot fix it later. If you mismanage the valuation, that value is gone forever.
The Eight Cornerstones of the Business Owner's Playbook manages this process:
And it persists from the moment a transition begins to the decades that follow.
Meet Your Business Owner Advisor
SCOPE™ Institute Director of Education - Nebraska
Richard W. Warner, RICP® - CEPA®
Richard Warner has been in private practice in Nebraska for over 24 years and was chosen from more than 52 professionals across Nebraska to join the SCOPE™ Institute. He is a Certified Exit Planning Advisor (CEPA), a credential that indicates expertise in helping privately owned business owners with exit planning and strategy. This program uses a proprietary planning process that applies to any financial analyst advising business owners.
Business Owner
Since 2008, Richard has owned his own business and built a successful financial planning firm, Warner Financial in Auburn, NB.
Community Leader
Since 2008, Richard has served as a volunteer coach at the youth, high school, and legion baseball levels in Auburn.
Professional Advisor
Retirement Income Certified Professional®, Investment Adviser Representative, and Certified Exit Planning Advisor CEPA®
As the Director of Education for the SCOPE™️ Institute in Nebraska, Richard does not just offer professional advice. He has an entire team of professional advisors across various disciplines to ensure your business journey is successful, from stewardship through transition.
Strategic Exit helps business owners discover successful strategies for exiting their businesses. It covers both internal and external options for transitioning one's life's work to family, employees, competition, or private equity.
Strategic Exit is a must-read guide for helping business owners prepare their businesses for transition, sale, or exit.
This is not general financial planning. It is enterprise navigation.
The goal is simple. We protect value during the transition. We make sure you do not leave equity on the table. We keep you grounded in the chaos of the deal. And most of all, we provide clarity before you make an irreversible decision.
Contact Us.
Richard Warner has been in private practice in Nebraska for over 24 years and is a faculty member of the SCOPE™ Institute, a national 501(c) educational entity.
Office: 402-274-9185
Hours: Monday - Friday 9am - 5pm EST
1919 J St.
Auburn, NE 68305
SCOPE Institute
800-474-1370