The Best Exit

Exit planning process, strategy, and experts for business owners

What Type of Exit Planning Do You Need?

Some businesses want an overall Exit Planning “quarterback” as part of coordinating a long-term strategy, while others are seeking help with a specific stage in the immediate future. No matter where you are in the exit planning process, we’re here to help.

Identify Value

Learn the “REAL VALUE” of your business not the “TAX VALUE”

Protect Value

Learn the risk-based “VALUE DEAL KILLERS” and apply de-risking strategies

Build Value

Learn to build and quantify intangible value along with tangible value

Harvest Value

Time the “3 EXIT READINESS” categories: personal business and capital markets

Manage Value

Learn how our “NET PROCEEDS ANALYSIS” and “THIRD ACT” planning achieve happiness

Featured Members

Mike Rodman CFP, CEPA

Daniel Leicht

John House, ChFC, CEPA

Send Us A Message

    Are you ready to start planning your exit?