Meet Andy Rao, CEPA®

Andy Rao is a Certified Exit Planning Advisor (CEPA®) and Financial Planner at Prudential Financial, based out of Overland Park, Kansas. He's spent over a decade working with business owners — the kind of people who built something from nothing and want to make sure it all counts when it's time to move on.

Through Manifest Succession Planning, Andy helps owners of privately held businesses figure out their exit strategy — whether that's selling, passing the torch to family, or something else entirely. He's not just about paperwork and numbers. He digs into what matters to you: your financial security, your goals after the business, and making sure your people are taken care of.

Andy's CEPA® credential means he's got specialized training in business valuation, tax strategy, estate planning, and all the moving parts that come with handing off or selling a business. He works with a solid team of attorneys, CPAs, and other pros to make sure every angle is covered.

Whether you're five years out from retirement or ready to walk away tomorrow, Andy gives you the straight talk and real guidance you need to make smart decisions about the thing you've worked hardest to build.