About
Derrick Bradley serves as a Business Broker at CBI, helping owners prepare to sell their companies. He takes a personal, transparent approach that puts each client's priorities first. He recognizes the work and sacrifice owners invest in their businesses. He helps them evaluate decisions, pursue business value, and prepare for their next chapter. Bradley brings nearly a decade of financial services experience to his work. He spent eight years with New York Life as a Financial Professional and Partner. He helped hundreds of clients and advisors address complex financial decisions. His experience covers risk management, retirement planning, business succession, and generational wealth strategies. He also serves as Founder and CEO of Maverick Legacy Planning. There, he helps families and business owners create, grow, and protect wealth through strategies reflecting their vision, values, and legacy.
Who is a good fit for Derrick Bradley
- Owners preparing to sell who value a personal, transparent approach to evaluating their decisions.
- Owners considering business succession alongside retirement planning and generational wealth goals.
Active listings (0)
No active listings right now.