Robert DePalo Jr., JD, CExP®, AEP® in

Robert DePalo Jr., JD, CExP®, AEP®

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Founder & Chief Planning Strategist at The Strategic Business Planner
📍 New York City Metropolitan Area, United States

Robert DePalo Jr. is the Founder of The Strategic Business Planner, guiding owners of $10M–$150M businesses through exit strategies. A Hofstra Law alumnus holding AEP® and CExP® certifications, he focuses on minimizing value loss during transition using his proprietary Legacy Alpha™ framework to protect family wealth.

He is the author of the upcoming book, "Maximizing Legacy Alpha," scheduled for release in Fall 2026.

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Experience
18 Years
Current Role
Founder & Chief Planning Strategist
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Robert cares about

Business Exit Planning
His practice is exclusively focused on advising owners of privately held businesses valued between $10 million and $150 million on their exit strategies.
Legacy Alpha™
He created the Legacy Alpha™ framework, a proprietary process designed to maximize the net worth a family retains after a business transition.
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Career

Work history

4-2026
Founder & Chief Planning Strategist
The Strategic Business Planner
1-2022
Member / Advisor
Eminae Network
10-2019
Director of Business Planning
National Financial Network
12-2017 - 10-2019
Managing Director
National Financial Network
5-2016 - 12-2017
Managing Associate
National Financial Network
In the press

Media appearances

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Education
2005 - 2008
JD
Maurice A. Deane School of Law at Hofstra University
2001 - 2005
BBA
Hofstra University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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