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Exit advisor or exit plannerSell-side
Upward Financial Planning
Roanoke, VA
Profile last reviewed
July 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of Upward Financial Planning
Upward Financial Planning is a exit planning and business-transition advisory firm based in Roanoke, VA.
Named principal
Daniel Colston
Profile details
Details for Upward Financial Planning
- Representation
- Sell-side
- Firm type
- Exit advisor or exit planner
- Based in
- Roanoke, VA
- Engagement coverage
- Roanoke, VA
- Industry focus
- Technology and software · Construction and home services
Office locations
Headquarters and public offices
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Headquarters
Roanoke, VA
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
upwardfp.com · checked September 2026