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Work With Us

Your Free Business Assessment

Beyond Your Exit is a financial planning firm for privately owned businesses. If this is you, let's chat and learn more about each other! The below process is designed to give you a framework for making an informed decision about working together, before paying us a dime.

Step 1: 

Schedule a 30 Minute Call

Let's have a conversation and get to know each other. I'll answer any questions you may have and discuss how we might best be able to serve you.

Schedule a Call

Step 2:


Next is a 1 - hour meeting either in person or virtually. We'll discuss and get clarity on your goals, needs, and any concerns that you may have.

Step 3:


(behind the scenes)

  Our goal is to answer two questions:

1. Current Value - How much is the business worth?

2. The Number - How much money do you need to get out of the business upon exit to live your desired lifestyle? 

The difference between the Current Value and Your Number will determine your next best step.

Step 4:


With Your Free Business Assessment now complete, we'll have another 1 - hour meeting to review and discuss our findings and options going forward.

Step 5:

Reflect On It

We understand that choosing a financial planner is an important decision. We encourage you to take the time you need to decide if you’d like to work with us.

Step 6:

Get Started

If you decide you would like to partner with us, we will begin the onboarding process and ask for any additional information needed to best serve you.

Let's Chat!

Schedule Time to Talk