Tom Poltersdorf, CFP®,CEPA

Founder

I started Beyond Your Exit with the sole purpose of helping entrepreneurs prepare for a successful transition from their business. As your financial partner, we will help you create a plan that protects what you've worked so hard for and design your life after business. Our personalized approach will result in you having more clarity on your financial future, the freedom to work ON your business rather than IN your business, and a roadmap to ensure a smooth transition to your next chapter.