Enter your next chapter with purpose and clarity.
Serving Central PA and Virtually Nationwide.
You’ve built a successful business.
You’ve worn every hat, solved every problem, and kept every moving piece running smoothly.
But now... it’s time to build a life beyond it.
We help business owners plan their exit and design a life they actually enjoy after stepping away.
So, what’s next for you?
Whether you’re dreaming about life after business or feel stuck in the details, one thing is true...
A smooth exit doesn't happen by accident.
Most Owners Spend Years Building Their Business.
But Spend Little Time Planning Their Exit.
Did you know…
80-90%
of Businesses...
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…Don't sell when they go to market.1
Only 4%
of Owners…
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...Have a written plan for life after their business.2
75%
of Owners Regret…
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...Selling their business because they didn’t plan for what came next.1
1 Exit Planning Institute
2 PricewaterhouseCoopers
Financial freedom isn't just about money. It's about the life it let's you live.
Create reliable income from multiple sources without being tied to a job.
Be free from debt, stress, and financial uncertainty.
Fund a lifestyle that reflects your values, not just your budget.
Protect your assets from taxes, inflation, and unexpected risks.
Have the time and clarity to pursue your biggest goals without looking back.
How We Help You Step Away With Confidence.
Every owner's journey is different.
That's why our planning goes beyond just investments or taxes.
Business Planning
Most owners are so busy running their business... they never get to work on it.
We’ll help you uncover what’s working, what’s holding you back, and how to strengthen your business so it’s more valuable, whether you sell next year or stay in it for 10 more.
Cash Flow
If you don't know where your money goes it’s hard to feel in control.
We’ll help you simplify your cash flow, understand where money is coming from (and going), and build a plan so your business and personal finances actually work together.
Income Planning
Your money should work as hard as you did to earn it.
We’ll help you build a plan to turn business proceeds and savings into reliable, tax-smart income so you can enjoy life after business without wondering, “am I doing this right?”
Risk Management
Hope isn’t a strategy.
We’ll help you identify risks that could disrupt your life or business and create a plan to protect what matters most. Family. Employees. Assets. Legacy.
Not just insurance. Real risk management.
Life Planning
You didn’t build your business just to stay stuck in it forever.
We help you figure out what life looks like after business and build a plan that lets your business serve your life, not the other way around.
Whether it’s more time with family, hobbies, travel, or just peace of mind, we’ll help you create freedom on your terms.
Estate Planning
Your success shouldn’t create stress for your family.
We’ll help you structure your assets, inside and outside the business, so your wealth protects and provides for the people you care about most.
Even in emergencies. Even long after you’ve stepped away.
Tax Planning
Taxes are probably your biggest expense.
We help you keep more of what you’ve built by finding every available strategy to lower taxes before, during, and after your exit.
Less to the IRS. More to your future.
Investment Management
Your investments should support your life. Not stress you out.
We’ll manage your portfolio with a plan built around you, your goals, your time horizon, and your life after business.
Simple. Intentional. No cookie-cutter stuff.
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Why Beyond Your Exit?
Exit & Retirement
Expertise
I am a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA).
Always In
Your Corner
As a fiduciary, I’m legally bound to put your best interests first at all times. And my fee structure helps to keep it that way.
No Commissions.
No Confusion.
I don’t work for commissions—you will be charged a simple, easy-to-understand flat fee.
Advice Built For You,
Not Wall Street
Being an independent firm means I’m not beholden to certain products. I search to find solutions tailored to your needs.