Author Description

Dan Matheson, CEPA, CHFC, CLU, RICP Dan is the founding member and CEO of K2 Business Group and is the founding member of the Utah Chapter of Certified Exit Planning Advisors. He is the only CEPA® in the region with the additional credentials of ChFC®, CLU® and RICP®. He specializes in business succession and transitioning business owners from business income to safe, predictable, lifetime income with a key emphasis on minimizing current and future taxes. As a financial advisor and fiduciary he also provides insights on investments and investment strategy. Erik Woodbury, CPA, MACC Erik is a CPA who specializes in forward-thinking tax strategies for small business owners. He is an expert in holistic tax planning and strategy. Erik graduated with honors from SUU as a Master of Accountancy. His experience includes working for a Big 4 accounting firm with roles as Controller & VP of Finance. Erik’s clients enjoy the benefits of time-tested, advanced strategies most tax preparers can’t provide that result in immediate and measurable results to the bottom line.