Successfully enhance the value of your business through proper planning
According to the Exit Planning Institute, 50% of exits are not voluntary; therefore, it is vital to have an exit strategy in place. Our Certified Exit Planning Advisors will work with you to enhance the value of your business to ensure a successful business transition. By developing an exit planning strategy, you will increase your business’s marketability and value.
Certified Exit Planning Advisor (CEPA) Certification
The Certified Exit Planning Advisor (CEPA) certification was developed specifically for privately held companies. Through a rigorous education and training program created by the Exit Planning Institute, our advisors are well-versed and knowledgeable on the exit planning process. According to the Exit Planning Institute, the exit planning process focuses on value growth and aligning business, personal and financial goals. Our team will provide a unique service to you designed to enhance your business’s value. The CEPA is not a credential, it is a solution.
Exit Planning Preparation Checklist:
- Are you educated on the process of transitioning your business?
- Are your personal, financial, and business goals aligned?
- Have you established a transition advisory team?
- Have you completed a strategic analysis?
- Have you completed a written transition plan?
Key Benefits of the Exit Planning Process:
- Creates a roadmap to success
- Provides owner key deliverables and metrics
- Creates an increase in value by connecting daily activities to value
- Driver of organizational behavior
- Decreases potential risks to business
- Prioritization on owner and family wealth
- Inter-generational and employee development, transition, and measurement tool
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Featured Client Testimonials
BW is a true partner to us. Their knowledge, expertise, and service are a valuable resource to us and play an important role in our success!
John Allen - Vice President of Finance, Kaufman Container
Featured Client Testimonials
I appreciate the exceptional tax advice we received over the years. The (BW team) has a good grasp of our business needs. Thank you for your excellent service.
John Griffiths - Owner, Rae Ann, Inc.
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Barnes Wendling has been our company accountants for over seven years. Their knowledge has been instrumental in helping us grow strategically during this time. And although we’ve seen many changes in our economy that we cannot control, we’ve always been able to trust the Barnes team to be by our side. The Barnes team feels like family. We can’t thank them enough for their support!
Christine Kloss - Controller, AT&F
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Barnes Wendling has been our company accountants for over 15 years. During this time, the business has grown exceptionally, and Barnes has kept pace, providing accurate, quality advice. Our finances are more efficient than ever, and the expense of hiring Barnes has been a definite positive add to our bottom line. I give my highest recommendation to their firm.
David Miller, MD - President, Retina Associates of Cleveland
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Barnes Wendling has provided us guidance and recommendations that have strategically helped strengthen our business and position ourselves for growth. We needed to hire a new VP of Finance and Controller this past year, and they were instrumental in helping us find the best candidates for our company.
Sara Blankenship - President, Kaufman Container
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We value the trust, accuracy of information, and reliability of Barnes Wendling and Mike Essenmacher personally. Mike has been instrumental as a trusted advisor on accounting, tax, and personnel issues. His advice is always accurate, and he is very reliable. His associates are also very talented.
Dominic Ozanne - President and CEO, Ozanne Construction Company
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We value Barnes Wendling’s expertise with all things accounting so we can operate our business using our strengths and allowing them to be our experts. They have also brought me a few business sale opportunities to allow me to grow my assets.
John Gaydosh - President and Metallurgical Engineer, Ohio Metallurgical Service
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Barnes Wendling (especially Lena) did a great job with our financials. Everything. It is extremely refreshing and comforting to know that all of our numbers are not only correct, but they are in the right place(s). Your diligence and reporting truly does make me (personally) feel better.
Thomas Adomaitis - Controller, Bialosky Cleveland
Featured Client Testimonials
I can wholeheartedly tell you that I have yet to work with an audit or tax team that have been more helpful, easy to work with, and committed than the team at Barnes Wendling- I have been through three different firms in the last few years.
Michelle Saylor, Former Controller, Aero Mag
Featured Client Testimonials
Floyd Trouten at Barnes Wendling CPAs is an “expert’s expert” when it comes to M & A accounting. Not only does he understand the evolving details of the Tax Code but he also sees the fine points of their application for owners, managers, investors, and financiers.
Mark A. Filippell, Western Reserve Partners
Featured Client Testimonials
The service is amazing at Barnes Wendling CPAs. The benefit is worth more than the cost. Sometimes it’s true that you get what you pay for.
Mark Boucher - Former Owner, Castle Heating & Air