A FREE Assessment.
What You'll Walk Away Knowing:
🔹 Will I have enough to fund retirement?
🔹 How can I minimize the tax burden?
🔹 Are my risks well managed?
Most owners wait too long to figure this out and regret it later. This assessment shows you where you stand and exactly what to focus on next.
No sales pitch. No pressure. Just clarity.
We're a great fit for business owners who:
Are thinking about stepping away within the next 5 years.
Want to grow and protect business value before they exit.
Wonder if they’re really financially ready for life after the business.
Would rather plan ahead than leave money (or regrets) on the table.
Step 1:
Discovery Meeting
This is a 15-minute complimentary video call where we discuss your goals, concerns, and whether the Free Readiness Assessment is the right next step for you.
🔹 Get clarity on your exit goals & timeline
🔹 Understand if your business is truly buyer-ready
🔹 Determine if the Readiness Assessment is a good fit
Schedule A Call
Step 2:
The Readiness Assessment
We’ll walk through a structured series of key questions to assess:
🔹 How attractive your business is to buyers
🔹 If you’re exiting at the right time
🔹 Whether your sale will fully fund your financial future
This interactive session on Zoom allows us to clarify your answers and get a deeper understanding of your situation.
After this session, I personally analyze your responses and create a customized report with key findings, scores, and recommendations.
Step 3:
Assessment Review & Next Steps
With your Personal & Financial Readiness Assessment completed, we’ll meet to:
🔹Review your customized report & identify key gaps
🔹Discuss next steps to improve your readiness
🔹Ask you to think about it
At the end of this session, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren't a good fit, we will happily help you find another professional with the right expertise. There's no pressure to say "yes."
Schedule a Call
Still have questions?
Can you meet virtually and meet with people in other states?
Yes, we can. Our firm is equipped to meet with clients and potential clients through the video conferencing software, Zoom. Each meeting is protected by a unique password and we adhere to the strict security guidelines necessary to protect your privacy.
I don't plan to exit my business any time soon. Can I still work with you?
Yes, we can still work with you. The sooner you start planning, the more time you have to get yourself personally and financially prepared for a transition. In addition, you'll have more time to improve any weaknesses in your financial plan, your business, and increase its attractiveness for a potential acquisition or sale.
How does Beyond Your Exit Wealth Management make money?
We are commission free. Otherwise known as fee-only. Our fees depend on your unique needs and complexity and are a transparent line item on every statement. Initial financial planning fees start at $3,600 - $10,000. Ongoing financial planning fees start at $300 - $500 / month.
Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. This is not us.
Do you offer an hourly or one-time project fee option?
We do our best work with business owners looking for a trusted financial planner to assist with financial decisions over the long term. Currently, our firm is not equipped to offer an hourly fee option. We also recognize how challenging it is to evaluate financial planners.
This is why we created Engagement 1: Creating Your Financial Freedom Blueprint which includes a financial plan & business assessment. It's a process to give you the opportunity to see our expertise and receive objective expert advice without having to commit to a long-term relationship.
After completing Engagement 1, you will have the option to continue with Engagement 2: Ongoing Financial Planning & Implementation.
If you think there is a potential fit between your needs and our expertise, the first step is to schedule your video call below.
Can you sell my business?
No, we do not execute or facilitate the sale of the business. We partner with experts who can help our clients execute a transaction. Even though we don't execute the transaction, we stay involved in helping our clients through the entire business sale process and beyond.
Do I need to have investments in order to work with you?
No, we do not require a client to have investable assets. While investment management is an optional service we provide, clients can choose to work with us on a one-time stand-alone engagement or on a month-to-month ongoing basis.
How do I get started?
Schedule an introduction video call below and let's have a conversation.
Not ready to schedule a call?
✅ Understanding Exit Planning
✅ Building Your Wealth
✅ Improving Business Attractiveness
✅ Types of Transfer Methods
✅ Valuation Methodology
✅ Marketing & Selling Your Business