Certified Exit Planning Services

Exit Planning Services for Business Owners

Don’t wait until you’re forced to exit. Start planning on your terms.

Every business owner will exit someday, by choice or by chance. The question is whether you’ll be ready. As Certified Exit Planning Advisors, we help you align your business, financial, and personal goals to build transferable value and create freedom of choice for your next chapter.

Through our Value Acceleration process, we’ll help you understand what your business is worth today, identify gaps, and build a plan that strengthens your company, whether you sell, scale, or simply step back.

Our Process: The Value Acceleration Journey™

  • Step 1 — Discover

    Assess Your Readiness & Define Your Vision

    We begin with a comprehensive look at where you are today, your business value, key risks, and owner readiness. Through our Value Readiness Assessment, we uncover gaps across personal, financial, and business dimensions so you can make informed decisions about your future.

    Outcomes: Baseline business valuation, risk profile, and owner readiness roadmap.

  • Step 2 — Design

    Build Your Value Acceleration Roadmap™

    Together, we create a custom action plan to close value gaps, reduce owner dependency, and align your company with your long-term wealth and lifestyle goals. Every recommendation is grounded in the Value Acceleration Methodology™, integrating your advisors (CPA, wealth manager, attorney) into a cohesive team.

    Outcomes: 12–36 month roadmap with milestones, KPIs, and prioritized initiatives.

  • Step 3 — Optimize & Execute

    Strengthen Operations, People, and Profitability

    With clarity comes action. We help implement the roadmap by improving your cash flow, leadership depth, customer diversification, and operational excellence — all key drivers of enterprise value. Whether you plan to sell or simply run a stronger business, this stage creates real, transferable value.

    Outcomes: Measurable growth in company value, reduced risk, and scalable systems.

  • Step 4 — Exit with Confidence

    Transition on Your Terms, with Legacy Intact

    When the time is right, you’ll be prepared. We help you evaluate options, third-party sale, family transition, management buyout, or partial liquidity event, and coordinate your advisory team to execute a successful transfer that preserves both your wealth and your legacy.

    Outcomes: Successful exit or transition, maximized value, and peace of mind.

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Who We Serve

Business owners 1-10 years from transition

If retirement or selling your business is on the horizon, planning ahead is key. We help owners prepare 1–10 years in advance by increasing business value, reducing risks, and setting clear goals for a smooth, profitable transition.

Family businesses planning succession

Succession in family businesses can be complex. We guide families through the process with clarity and care, creating a plan that protects relationships while ensuring the business is positioned for long-term success.

Entrepreneurs preparing for a future sale

Thinking about selling down the road? We work with entrepreneurs to grow business value, strengthening financial performance, building buyer appeal, and setting the stage for a successful exit when the time comes.

Schedule a Call Today

Ready to take the next step? Book a 30-minute consultation with our team to discuss your exit planning goals. Choose a time that works best, we look forward to meeting with you!