Exit Planning & Sale Advisory
for Small Business Owners
Get a complete exit plan that increases your sale price, reduces taxes, and designs your ideal next chapter, in 6 weeks or less.
Step 1: Watch This Video
Step 2: Book Your Discovery Call
THE LEADING SMALL BUSINESS ADVISORY FIRM
Download Your FREE Exit Readiness Starter Kit
See sample copies of exactly what you get before you book your Discovery Call.
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Exit Plan Report
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Retirement Readiness Index & Owner Dependency Score
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Business Valuation with Growth Index
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Deal Structuring Analysis
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Scenario Modeling Dashboard
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Tax Summary Report
You’ve Built a Great Business, But Most Owners Lose Half of It When They Sell.
You’ve spent decades building something valuable, and now, you’re finally ready to cash in.
But if you’re like most owners, you’re quietly asking:
“What’s my business really worth?”
“How do I sell without losing half to taxes?”
“And how do I make sure I don’t get taken advantage of in the process?”​
Here’s the truth: 80% of owners who try to sell never close the deal.
And the ones who do often lose 30–40% of their proceeds to taxes, bad deal terms, or poor planning.
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The biggest reason? They wait too long.
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By the time a buyer shows up:
You can’t fix your valuation (it’s already been decided for you).
You can’t really restructure entities or clean up books mid-deal.
You can’t retroactively design a tax-efficient structure after closing.
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At that point, your leverage is gone.
You’re reacting, not negotiating.
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Every owner believes they’ll “figure it out when the time comes.”
But once the offer’s on the table, it’s too late.
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Waiting to plan your exit costs more than just money.
It costs control, peace of mind, and the freedom you’ve worked your whole life to earn.
The Solution: Exit Planning & Business Sale Advisory
We help you plan your exit before the sale, so you sell for maximum value, keep more of your proceeds, and move into your next chapter with clarity and confidence.
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In just 6 weeks, you’ll have a complete, integrated exit plan that combines:
Accurate Valuation
Tax Optimization
Deal Structuring Strategy
Lifestyle Vision & Retirement Readiness
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We don’t just plan your sale. We work with you to design your next chapter.
Why It Works
Most advisors only handle one piece of the puzzle: vision, valuation, tax, or deal structure.
We integrate all four.
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Vision
What you want your next chapter to look like.
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Valuation
What your business is worth and how to raise it.
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Tax Strategy
How to keep more of what you’ve earned.
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Deal Structure
How to design the sale that serves your goals.
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You’ll walk away with total clarity: knowing your numbers, your options, and your timeline.
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It’s not theory. It’s a system that’s already helped business owners add hundreds of thousands (even millions) in after-tax proceeds.