Chad Blevins, Exit Planning Advisor

Chad Blevins

Contact Information

Blevins Financial
P: 425-837-5419
E: chad@blevinsfinancial.com
W: www.blevinsfinancial.com

Chad Blevins founded Blevins Financial to serve the complex needs of the closely-held business owner and high net worth individual. He brings a strong history of developing financial strategies, transaction structures, estate plans and business optimization strategies for private businesses and their owners; uniquely bringing a focus across these often disparate areas into a single integrated strategy that greatly increases value and clarity for the client.

He has held executive leadership positions in Fortune 500 companies (GE, Honeywell, MagneTek), private start-up as well as family-held businesses. His experience includes executive positions in M&A, Sales, Marketing, Business Development, Finance and Operations. This diversity of experience allows him to work in a highly comprehensive manner in dealing with client’s personal and business objectives.

His level of expertise and desire to educate has also prompted speaking engagements with several organizations, including:

• Washington State CPA Association,
• Association of General Contractors (AGC),
• National Electrical Contractors Association (NECA),
• Northwest Family Business Advisors
• IMPACT Business Owner Retreat

Chad’s transaction work spans expertise in employee buyouts, controlled 3rd party sales, outright marketing of companies and family buyout/transfers.

He was an honoree by the Puget Sound Business Journal as one of the “40 Under 40″ top business people in the Puget Sound area, recognizing his contributions to both the business and charitable communities. He served for over 10 years on the BOD for Northwest Family Business Advisors and currently serves on the BOD of Safe Haven Farms, a home for adults with autism.

Chad is married and has two children. He holds an MBA in Finance and Marketing from Indiana University and has undergraduate degrees in Business Administration and Economics. Chad enjoys skiing, golfing, mountain biking and collecting bourbons.