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Financial advice for owners navigating business succession.

Transition, exit, or grow your business without stress or uncertainty. 

We help you understand your options for "what's next."

Serving Central PA and Virtually Nationwide.

You've grown and built your business over the years. Your days consist of making sure every moving piece of your business is running 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 not, the logistical details of exiting can feel overwhelming.

One thing is certain. Planning well for your transition is critical. 

Did you know…


 of private businesses...

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…don't sell when they go to market.1

Only 4%

of business owners…

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


of business owners regret…

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

1 Exit Planning Institute
2 PricewaterhouseCoopers

Services for Successful Business Owners

 Market Valuation of the Business

Receive an estimated range of value and identify hidden areas that may quietly drag down the value of your business so you can eliminate them before they become a problem.

 Cash Flow

Simplify your income and expenses to understand where your money is going and that it's aligned with your values.

 Income Planning

Develop tax-efficient accumulation and income distribution strategies to ensure you are on track to fund your desired lifestyle before and after transitioning from your business.

 Risk Management

Review risk mitigation strategies such as life, disability, long-term care, health, property, business, and liability insurance without being pitched a product.

 Value Builder Score

Join 70,000 business owners and see how an acquirer would evaluate your business on the 8 Factors That Drive Company Value. Receive a comprehensive analysis of your score and a detailed action plan for how to improve your score in each.

 Estate Planning

Make a plan to ensure your assets are structured to protect and support your family in the event of an emergency.

 Tax Planning

Avoid overpaying the IRS and ensure you are taking advantage of all the various tax saving strategies for business owners.


View your accounts as a total portfolio and ensure your risk tolerance is aligned with your goals and investment time horizon.



Why Beyond Your Exit?


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


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.



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


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

Learn more about what we do.

see our services