Exit Planning

Maximize the value of your business and secure a successful exit with our specialized support.
Exit Planning

Savvy Business Owners Have a Solid Exit Plan

The majority of American business owners are nearing retirement age, but only a small percentage of businesses put up for sale actually sell. Unplanned events can also force an owner into an exit that isn’t on their terms or timeline. When a business goes to market with no final return after years of investing time, money, and hard work, this leaves the owner with limited options to draw wealth from the value created and limited possibilities to pass economic continuity along to the next generation. 


But when you have a plan in place that prepares the business for your exit and transition, the business becomes more attractive and valuable to buyers. Solid exit planning is not just a plan; it’s a good business strategy, focusing on growing value, expanding your options, and helping you transition the business whenever you’re ready—on your terms—leaving you with a personal action plan for a happy exit from your business that will meet your goals.


Exit Readiness Assessment

Complete our FREE 15-minute Exit Readiness Assessment.

It examines your exit preparedness in four key categories:
Operations, Planning, Finance, and Revenue/Profit. The multiple-choice questionnaire produces a 12-page summary report that breaks down your responses by category and is emailed to you without obligation. Please note that you will not be asked for confidential financial information.

After receiving your report, we will contact you to schedule a follow-up debriefing to discuss your exit preparedness.

Who is helping you navigate the exit planning process?

A Certified Exit Planning Advisor (CEPA) can help you implement a process that maximizes your business value, aligns your business plan with your personal financial planning, and prepares you for life after your business exit.  


With a CEPA, you can discover exactly what your exit options are, understand the value your business currently holds, learn how to improve your business value, take steps to fortify your personal finances, and identify what actions you need to prioritize now. You will get specialized support to meet your unique needs from a certified professional who is trained to holistically serve your needs, accelerate the value of your business, and support positive change in your life.



Your Unique Situation Requires a Unique Financial Solution

Financial Planning

Our financial planning process aggregates the moving pieces of your finances and aligns them with your personal values and goals.

Retirement Planning

With our retirement planning approach, we prioritize your goals and utilize time-tested strategies to achieve those goals.

Financial Planning for Women

We help single, widowed, and divorced women face today’s challenges while setting and working toward their goals for the future. 

Investment Management

The core of our investment philosophy is a disciplined approach, regardless of market conditions.

Tax Planning

Our tax strategies are tailored to your financial goals and designed to minimize liabilities.

Insurance Planning

Secure your family’s future with our insurance planning services, tailored to protect you against property, liability, life, disability, and long-term care risks.

Estate Planning

Plan for the future of your loved ones with our estate planning services, ensuring your wishes are met through gifting strategies, asset protection, and legacy planning.

Schedule A Free Consultation
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