What We Do

What do we do? We help you create your exit plan.

We coordinate with your advisors and implement your plan based on your timetable. As Members of the BEI Network of exit planning advisors, we know how to guide you to your successful exit. Using a systematic exit planning process developed over the last 25 years, you decide:

  • When you wish to leave your business;
  • What amount of cash you need when you exit;
  • To whom you want to transfer the business.

Our exit planning system is a process, not a product. We aren’t vested in promoting a particular goal; instead, we work to identify and to accomplish your goals. Our system works because it is a customizable process that takes you to the successful exit you desire.

Learn more about how to get started or take our 12-question assessment “Smart Exit Planning: Ready or Not?” to gauge your readiness.