Gerald Wernette Earns Certified Succession Planner™ Designation, Boosting Rehmann’s Expertise

Succession Planning Resource Author

Gerald Wernette earns the CSP® designation, enhancing Rehmann’s business advisory services with expert succession and transition planning for clients.

In a remarkable milestone for Rehmann’s business advisory services, Gerald Wernette, CPA, CEBS, AIFA®, C(K)P®, CEPA has earned the Certified Succession Planner™ (CSP®) designation from the International Succession Planning Association (ISPA®). This distinguished certification highlights Gerald’s commitment to delivering outstanding support in transition and succession planning to family-owned and privately held businesses, helping them navigate complex ownership and leadership transitions with confidence.

Comprehensive Expertise for Holistic Succession Planning

With nearly four decades of financial services experience, Gerald is a seasoned advisor, merging retirement planning, investment strategy, and business transition planning into a seamless approach that meets clients’ unique needs. The CSP® designation further equips him to handle the intricacies of business transitions, from planning for new ownership to preparing future leaders, allowing him to develop highly strategic, personalized succession plans.

Strategic Services for Every Transition Need

At Rehmann, Gerald and his multi-disciplinary team provide clients with a wide array of advisory services, including:

• Business Transition & Succession Planning
• Fiduciary Due Diligence & Retirement Plan Design/Consulting
• Fractional CFO Services
• HR Solutions/Management consulting
• Business Valuation services
• Estate and Gift Tax Planning
• A myriad of Transaction due diligence services

This collaborative, holistic approach allows Gerald to align clients’ immediate needs with their long-term goals, ensuring smooth transitions that consider tax planning, estate considerations, and thorough financial due diligence.

Industry Recognition & Thought Leadership

Gerald’s expertise is widely recognized in the industry. Named one of the 60 Most Influential Advisors in the Defined Contribution Market by The 401k Wire, he’s regularly featured in notable publications, including Financial Advisor Magazine and Investment News. As a founding lecturer at The Retirement Advisory University (UCLA Anderson School of Management) and a board officer for the Detroit Chapter of ISCEBS, Gerald continually shares insights that elevate industry standards and support his clients' success.

Guiding Businesses with Clarity and Confidence

With his new CSP® designation, Gerald and the Rehmann team offer clients an exceptional advisory experience rooted in comprehensive planning and informed by deep industry expertise. Whether buying or selling a business or passing it to the next generation, Rehmann clients can rely on Gerald to make these pivotal transitions smoother and more successful.

About the International Succession Planning Association™

The International Succession Planning Association™ (ISPA®) provides invaluable resources for business owners and their advisors, offering specialized training and insights into key succession planning factors. Learn more about ISPA® at www.ispassociation.org.

Ready to Begin Your Succession Journey?

Take the next step toward a secure and successful business future. Contact Rehmann today to discover how Gerald Wernette and his team can help you prepare for a smooth and confident transition. Whether you’re planning for retirement or looking to develop a new generation of leadership, Rehmann has the expertise to guide you every step of the way.

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