Did you know that half of business exits are not voluntary?

According to the Exit Planning Institute, half of business exits are not voluntary. Therefore, it is vital to have an exit strategy in place.

The exit planning process focuses on business value growth and aligning business, personal and financial goals. Our Certified Exit Planning Advisors (CEPA) will work with you to enhance the value of your business, ensuring a successful business transition.

Key benefits of the exit planning process:

  • Creates a roadmap for success

  • Provides owners key deliverables and metrics

  • Creates an increase in value by connecting to it daily activities

  • Drives improvement in organizational behavior

  • Decreases potential risks to business

  • Prioritizes owner and family wealth

  • Provides an inter-generational and employee development, transition, and measurement tool

Exit planning preparation checklist
  1. Are you educated about the process of transitioning your business?

  2. Are your personal, financial, and business goals aligned?

  3. Have you established a transition advisory team?

  4. Have you completed a strategic analysis?

  5. Have you completed a written transition plan?

Exit Planning is a component of our BRISE Planning Model.

Certified Exit Planning Advisor

The CEPA certification was developed specifically for privately held companies. Our advisors completed a rigorous education and training program created by the Exit Planning Institute.

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our approach

BRISE Planning Model

Our BRISE Model consists of five of our services that can be customized, offering you flexibility to choose the services you need. The model has proven to be effective with our clients in helping to identify goals and create actionable steps to reach them.