Centura Client Experience from the View of a Retired Business Owner (Ep. 80)
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Are you thinking about selling your business? Do you feel overwhelmed and unsure about the process?
In this episode, Derek Myron interviews Donovan Weber, who recently sold his business to an international conglomerate. Donovan shares the planning process he went through at Centura Wealth Advisory (Centura) before and after selling his business, the things he discovered along the process and how it helped him achieve his goals.
Donovan discusses:
- What it’s like to move through Centura’s Liberated Wealth® process
- How Centura helped him navigate charitable planning and tax efficiency
- How alternative investments have benefited his overall portfolio
- His advice for business owners who haven’t considered an exit strategy yet
- And more
Resources:
Connect with Derek Myron:
Connect With Centura Wealth Advisory:
- (858) 771-9500
- Centura Wealth Advisory
- LinkedIn: Centura Wealth Advisory
As of Publication Notice:
This episode reflects the tax laws, regulations, and financial planning information available at the time of its original publication. Tax laws have changed since this episode was released, including changes enacted in July 2025. Certain tax-related statements may no longer reflect current law. Please consult a qualified tax or legal professional for guidance based on current regulations.
Disclosure:
The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially. Centura paid no cash or non-cash compensation for this testimonial. The speaker is an advisory client who pays fees to Centura and has an ongoing business relationship with the firm, which is a conflict of interest because it gives the speaker reason to describe that relationship favorably. This testimonial reflects one client’s experience. It is not representative of all client experiences, which may differ substantially, and it is not a guarantee of future results.