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LTS Collective
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Your experts,
already in the room.

A curated collective of trusted attorneys, CPAs, coaches, and finance, insurance, and transition professionals, assembled for the entrepreneur, not the other way around. Education comes first. When it’s time to implement, you already know where to go and how to do it.

What “curated” actually means

Invited, then vetted

Experts join by invitation and reference. Everyone here has been in the room with owners like you, and earned the trust of the people already in it.

They teach first

Every expert contributes education before anything else: workshops, articles, honest answers. If what they share isn’t worth your time on its own, they don’t belong here.

A place you earn

Experts earn their place here through expertise and trust, not a subscription fee. If you choose to work with one, you connect with them directly, on your timeline.

The experts in residence

People worth knowing, across the disciplines an owner actually needs.

Filter experts by discipline

Exit & Transition Planning

David Elder

David Elder

CFP®, CEPA · Founder

Founder of Learn to Swim, David is a CFP® and Certified Exit Planning Advisor with 17 years at Merit Financial Advisors. He teaches owners how to gauge readiness, time the exit, and plan what comes after.

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Three people reviewing documents together around a wooden table

For professionals: a room worth belonging to

Attorneys, CPAs, coaches, and specialists join Learn to Swim for the same reasons entrepreneurs do: a curated peer network, collaboration on meaningful work, and relationships built on education.

This isn’t a directory you subscribe to. It’s a room you contribute to.

Introduce yourself

Common questions

How do introductions to the experts work?

You ask, we connect you. There’s no gate, no referral fee, and no follow-up sequence. Members reach out when they’re ready, and only then.

Do experts pay to be here?

No. Experts are invited based on expertise and trust, and they contribute education as the price of admission. Nobody buys their way into this room.

Can I recommend an expert?

Please do. The best experts here arrived exactly that way, vouched for by someone who’d worked with them.