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Exit Planning for Business Owners

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  Maximize Your Business Value


  Reach Financial Independence


  Secure Your Legacy


Serving Central PA and Virtually across the U.S.

You’ve grown and built your business over the years. Maybe you bought a business and have been focused on growth.

You could be a solopreneur, an owner with employees, or run a family business. Your days consist of making sure every moving piece of your business is functioning smoothly. You are the main point person—the leader—and your passion has kept momentum moving since day one.


So, what’s next for you?

Whether you’ve thought about life after your business or you’re just now considering it, the logistical details of exiting can feel overwhelming.


One thing is certain. Planning well for your business exit is critical.

Did you know…


80-90%

 of business owners'...

…net worth is locked in their business.1

Only 4%

of business owners…

...have a written plan for what they would do post exit.2

75%

of business owners regret…

...selling their business because they didn’t plan well for life after.1


1 Exit Planning Institute
2 PricewaterhouseCoopers

Tom Polterdorf Jr.

Hi, I’m Tom.

 I started Beyond Your Exit Wealth Management with the sole purpose of changing the statistics above. My goal is to educate and empower owners on what actions need to be taken to position themselves for a successful business exit. The reality is every owner is going to exit their business—it’s just a matter of how and when. Whether you intend to sell your business to retire or sell your business to buy another and start a new venture, I'll get you to a place where you’ll have more flexibility and choices on what you'd like to do next.


"AS FEATURED IN"




Why Beyond Your Exit?

My role is to serve as a personal CFO to entrepreneurs as they transition to their next chapter. 

I'm here to provide you with the resources and planning necessary to prepare for your transition and create a life that brings you deep fulfillment. In working with me, you will also have access to additional financial and legal experts who will all play a crucial role in optimizing your transition. 

Specialized
Expertise

I am a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA).

Fiduciary
Commitment

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.

Transparent
Flat Fee

I don’t work for commissions—you will be charged a simple, easy-to-understand flat fee.

Full
Independence

Being an independent firm means I’m not beholden to certain products. I search to find solutions tailored to your needs.



For the small business owner who wants to know
"How to Increase Business Value and Prepare for Sale or Succession"

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