70%–80% of Businesses Fail to Sell

Working with a CEPA is one of the few ways to achieve a better outcome.

CEO & President Ray Croff

Ray is CEO and President of Mobius Financial Advisors. Before entering the Financial Services profession, he owned his own business with numerous employees, equipment, and real estate for over 15 years. Combining this invaluable experience with his financial knowledge and education makes him well suited to work with small business owners and their families.

 

James2017-QH9A8630

Education & Qualifications

Community/Industry Involvement

  • Exit Planning Institute North Dallas Chapter- President
  • Value Builder Advisory Board
  • Global Atlantic Agent Advisory board
  • United Way Board of Directors- Past Campaign Co Chair
  • Project Blue Print – Past Chair- Current instructor
  • University of North Texas Graduate School Advisory Board
  • University of North Texas Risk Management Advisory Board
  • Current Co Chair of Denton Independent School District Bond Oversight Committee
  • Denton Rotary Club
  • Denton Count Friend of the Family – Past Board of Directors
  • CASA Past Board of Directors
  • Leadership Denton Past Board of Directors
  • Past member of Health Services of North Texas Advisory Board member

Awards

  • Nominated for Exit Planner of the Year 2019 – Exit Planning Institute
  • Agent of the year 2018 – Global Atlantic Financial Group
  • Member of the year 2019- Exit Planning Institute North Dallas Chapter
  • Rotarian of the year

Speaking

  • United Way 
    •  Presentations to Member agencies of Planned Giving and Community Impact
    • Annual Presenter to the Project Blueprint – Board member training
  • Strategic Planning sessions for non profits: Habitat for Humanity, United Way, Casa, Denton County Friends of the Family, Denton County Advocacy Center, Embrace
  • Exit Planning Institute- Global- Topic: Using Owners Roundtables to Educate Business Owners
  • Global Atlantic Annual Leadership Training- Topic: Exit Planning- The Value Acceleration Model
  • PPP Loan Start Council of Ft Worth- Topic: Using Planned Gifts for Greater Impact
  • Society of Planned Giving San Diego – Topic: Annual Gifts pivoting to Planned Gifting
  • Numerous presentations on how to Maximize Social Security
  • Organize and Moderate a National Study group focusing on Exit Planning

Helping You Increase Business Value and Efficiency

We use the Value Acceleration Model to help you increase the value of your business. It’s a proven methodology that reduces risk, increases value, and positions your business to be more profitable, more efficient, and more scalable.