Convert business ownership into personal wealth.
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…
80-90%
of business owners'...
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…net worth is locked in their business.1
Only 4%
of business owners…
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...have a written plan for what they would do post transition.2
75%
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
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Why Beyond Your Exit?
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.