James Gorzynski
We increase your company value by 72% to prepare for a sale
Certified Exit Planners · Charlotte, North Carolina
James Gorzynski is a fee-only financial advisor at Certified Exit Planners in Charlotte, North Carolina. James charges a one-time planning fee and a flat fee or retainer and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- High earners
- HENRY (High Earners, Not Rich Yet)
- Executives
- Founders
- Pre-retirees
- Multi-generational families
- Early-career professionals
- Retirees
- Divorced individuals
- Real estate investors
About
Through strategic exit planning, we serve small business owners who want to increase the value of their company by 72%, save on taxes, engineer a smoother transition, and reduce disappointment post sale:
1. Grow then exit 2. Sell soon strategically 3. Learn more about the process
Services
- Exit Planning
- Tax Strategy
- Business Succession Planning
- Real Estate Advisory
Facts
| Firm | Certified Exit Planners |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | One-time planning fee · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2018 |
| Firm size | 6 - 20 employees |
| Investment approach | Blend of both · Passive management · Active management |
| Website | certifiedexitplanners.com |
| Profile |
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Questions about James
Is James Gorzynski a fee-only financial advisor?
Yes. James Gorzynski is listed in the public advisor directory (listed as fee-only).
How does James charge for financial advice?
James charges a one-time planning fee and a flat fee or retainer.
Where is James Gorzynski based?
James Gorzynski is based in Charlotte, North Carolina.
What does James specialize in?
James's specialties include small business owners, retirement planning, family wealth transfer, real estate investors, crypto & digital assets and founders (pre-exit). James works with high earners, HENRY (High Earners, Not Rich Yet), executives, founders and pre-retirees.
How much does Certified Exit Planners manage?
Certified Exit Planners reports Under $25M in assets under management.
How do I contact James Gorzynski?
Through James's website, certifiedexitplanners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Certified Exit Planners website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 25, 2026.
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