Dale L Shafer II - Business Transitions Summit

Dale L Shafer II CFP®, CBEC ®, APMA®

Hi, I’m Dale Shafer, founder of Life Moves Wealth Management, an independent, fee-only firm in Scottsdale, AZ, serving business owners and business leaders. These are “my people” because they are often ignored by advisors until they are ready to sell their business.

The problem is only about 17% of those business owners will ever be able to transition on their terms. I’m on a mission to move that needle for more business owners.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Business Exit Consultant (CBEC®), I specialize in helping clients align their personal and business financial goals. This approach empowers owners to transition from day-to-day operators to strategic investors in their business, turning it into a high-value asset that can be successfully monetized to fund their retirement and legacy.

Outside of work, I enjoy all things outdoors, playing music, and contributing back to my community through Rotary, Scottsdale Leadership (Class 38), and other volunteer opportunities.

Learn More About Dale L Shafer II→

Life Moves Wealth Management

Why Should Owners Attend the Business Transitions Summit?

Imagine this: You’ve built a thriving business by mastering your craft and achieving success along the way. But did you realize that, in doing so, you’ve created your single largest financial asset? Now, it’s time to ask yourself: How will you unlock its full value? Who do you need in your corner to make that happen? And what steps can you take today to not only grow your business’s worth but also honor the people who have been part of your journey? Don’t wait until you’re “ready to sell”—start planning now. Join us at the Business Transition Summit, a transformative day focused on working ON your business. You’ll leave equipped with fresh strategies, renewed clarity, and the confidence to shape your next chapter. This could be one of the most impactful days you spend on your future. See you there!