Managing Member

Larry A. Dietz

Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Retirement Income Certified Professional® (RICP®)
Conferred By the American College

For more than four decades, Larry has worked alongside business owners to help them protect, grow, and ultimately transition the enterprises they’ve built. His experience spans every stage of ownership—from early growth and maturity to exit and legacy planning. Through Dietz NextStage Exit Partners, he has refined a process that helps entrepreneurs clarify priorities, design tax-efficient strategies, and create continuity between business success and personal wealth.

Larry holds the CLU®, ChFC®, and RICP® designations from The American College, building on his education at the University at Albany (NY). His work reflects a lifelong commitment to helping families and businesses succeed generation to generation—a guiding principle that continues to shape DNEP’s mission today.

Larry and his wife, Petra, live in South Bend, IN, where they enjoy an active life outdoors that includes golf, boating, and SCUBA diving.

Mike Sur, AExP
Business Growth Strategist
AExP
Conferred By Business Enterprise Institute
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Mikaela Geller, RPF
First Impressions Manager
RPF
Conferred By American Society of Pension Professionals & Actuaries
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