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…
80-90%
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
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
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.
Investments
View your accounts as a total portfolio and ensure your risk tolerance is aligned with your goals and investment time horizon.
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"AS FEATURED IN"
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
Pricing
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.