Casey Bradley

Judge
DISC Type : Dc

Owner at Founder Financial, LLC

Atlanta, Georgia, United States

Overview

Casey Bradley is the founder of Founder Financial, where he focuses on financial planning for business owners. His expertise covers exit strategies, business valuation, and key employee retention. He holds a Certified Business Exit Consultant designation and a degree from Centre College.

Based in Atlanta with his wife and two children, Casey enjoys playing golf and reading in his spare time. He is committed to spending quality time with his family.

Unique fact: He has built his practice around the distinct financial challenges and opportunities faced by founders and business owners.

Personality Overview

Demanding

Fast But Wary

Generally Skeptic

They respond better to strong and respectful interactions.  They are not always relationship oriented. They like to move fast and expect the same from others.

Topics They Care About

Business Exit Strategy
This is a core focus of his practice, and he is a Certified Business Exit Consultant, indicating deep expertise in planning for liquidity events.
Owner Financial Planning
His firm specializes in addressing the unique financial needs of business owners, from valuation to retaining key talent.
Wealth & Estate Planning
He frequently posts about preparing estate documents and managing the tax implications of transferring wealth, showing a focus on legacy planning.

Media Appearances

Casey has no verified media appearances

Work History

1-2022
Owner at Founder Financial, LLC
1-2020 - 10-2024
Partner at The Piedmont Group
7-2017 - 10-2024
Financial Planner at The Piedmont Group

Education

Bachelor’s Degree from Centre College

More Information

Social Presence :

Prographics :

Exp : 8 Location : Atlanta, Georgia, United States Job Level : N/A Designation : Owner at Founder Financial, LLC
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Insights For Selling To Casey

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Do not spend too much time focusing on product tech or features
  • Don’t be in a rush to invite them for a social meet and greet
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Casey is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Casey

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Casey move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Casey take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Casey

Personality Compatibility


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