Optimized Business Transitions

Kurt and Sharlee Cretors are the Principals of Optimized Business Transitions, LLC which is a wholly owned subsidiary of SC Financial Services, Inc. Through SC Financial Services, we have been involved with helping many of our business owner clients plan for and implement transition plans for their businesses. To provide our clients the best possib... le transition services, Optimized Business Transitions was created where we could dedicate specialized resources and commitment to the growing transition and exit planning needs of our clients. Optimized Business Transitions, LLC, Owner and Principal, Kurt Cretors is a long-time business owner who understands the needs and challenges of his entrepreneurial clients. An Accredited Wealth Management Advisor (AWMA) and Certified Exit Planning Advisor (CEPA), Kurt is singular Read More SHARLEE L. CRETORS, MBA, CFP®, MS, CDFA® President & CEO, SC Financial Services, Inc. and Co-Owner of Optimized Business Transitions, LLC SC Financial Services President and CEO Sharlee Cretors is a seasoned financial professional with a big-picture perspective and a real-life commitment to helping clients. In 2010, she established SC Financial Services as a woman-owned advisory firm dedicated to helping busy executives Read More Tiffany Venditti in an integral part of the Optimized Business Transitions, LLC team. A former Charles Schwab Branch manager, Accredited Asset Management Specialist (AAMS®) and she has been working in financial services for over twenty-five years Read MoreRead More