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Meet the Team

Tom Polterdorf Jr.

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. 

Certified Financial Planner

Exit Planning Institute

XY Planning Network

The National Association of Personal Financial Advisors

First Ascent Asset Management Photo

First Ascent Asset Management

Investment Management Partner

Part of our team is First Ascent Asset Management (FAAM), a SEC-registered investment advisor. They assist us with portfolio construction, investment management, client operations, and bring decades of experience and expertise to Beyond Your Exit. Handpicked by us, FAAM is an integral part of our growing team. We are excited about our relationship and what it will bring to our clients. Their investment team includes:

Scott MacKillop, JD. Scott has over 40 years of financial services experience. He is the founder and CEO of First Ascent Asset Management.

Patrick Krulik, CFA. Patrick has over 14 years of financial services experience. He is the Chief Investment Officer of First Ascent Asset Management.

 

The Value Builder System Photo

The Value Builder System

Business Planning Partner

The Value Builder System is an essential part of our team in helping us guide business owners through a process to view their company through the eyes of a potential buyer, hone in on the areas that could negatively impact their business value, and make improvements to better position their business for an offer. 


LETS MAKE A PLAN