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Services for Successful Business Owners and Their Families

Our services help you answer the following questions.

How much money will I need to get from the business upon exit to live my desired lifestyle?

What are my exit options and how can I do it without overpaying in taxes?

Am I personally and financially ready to step away from the business?

What do I want "life after business" to look like?

Am I saving enough?

How can I reduce my exposure to risk?

What you get.

Providing advice that's in your best interest requires a full understanding of your unique situation. By the end of this process, you will receive two documents: a personalized Financial Plan and Business Assessment. Both are designed to cover various topic areas and present strategies to protect, manage, and grow your wealth. 

After an introduction call, if you wish for us to do a financial plan and business assessment, we will quote a fee, and we will request and evaluate tax returns, financials, and other business documents.

Engagement 1: The Financial Plan & Business Assessment

A one-time fee starting at $2,000.* 

Half of the cost is due upon signing of the formal engagement letter and the other half is due upon the presentation of the financial plan and business assessment. 

This three month engagement includes a comprehensive review and analysis of your current financial situation and your business with detailed personal recommendations. We cover the following topic areas:

 Business Planning

Identify the strengths, weaknesses, and hidden areas of your business that may drag down the value so you can eliminate them before they become a problem.

 Cash Flow

Simplify your income and expenses to determine why, when, and where your money is going and that it's aligned with what matters most to you.

 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 for life, disability, long-term care, health, property, business, and liability insurance without being pitched a product.

 Life Planning

We help you align your money and your business with your life, freeing up your time and attention to enjoy and pursue what matters most. 

 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 to reduce your lifetime tax bill.   

 Investment Management

View your accounts as a total portfolio and ensure your risk tolerance is aligned with your goals and investment time horizon.

Once completed, we will take you through the results step by step and provide options, choices, and recommendations. You can continue working with us in Engagement 2: Ongoing Financial Planning & Implementation or take the plan to execute on your own or with your advisors. 

Engagement 2: Ongoing Financial Planning & Implementation

A monthly fee starting at $300.*

If you decide to work with us on an ongoing basis, we will work with you and your team of professional advisors to implement our recommendations. As life happens and as changes in your business occur your financial plan will evolve as well. We are here to help you make the necessary financial decisions along your personal and business journey. This engagement has no contracts and you may stop the service at any point throughout the process.

Typical areas in which we provide ongoing advice include:

  • Pre-transaction planning
  • Post transaction planning
  • Business succession planning
  • Exit planning
  • Life planning
  • Investments
  • Entity planning
  • Bench strength for internal succession
  • Buy sell planning
  • Access to a network of vetted professionals who have expertise in assisting business owners (CPAs, Attorneys, M&A Advisors, Value Growth Advisors, and Lenders)

* The fee may be higher if you have a highly structured legal estate, own private or illiquid investments, own multiple rental properties, or otherwise have a lot of complexity in your financial life. We will quote you the final fee after having an introductory call. 

Annual Administration Includes:

Strategic Reviews

We meet with you at least 4x per year to update your plan and as needed via Zoom, phone, or email as life happens and financial decisions need to be made. 

Online Financial Dashboard 

Access to a personalized online networth dashboard to aggregate your entire financial life into one single view.

Proactive Collaboration & Coordination

We ensure your action items get done and will coordinate with your team of professionals on progress.


Still have questions? Keep Reading...

 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. This is why we specify our fees on the website so you know exactly what you're paying. 

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: The Financial Plan & Business Assessment. This will give you the opportunity to see our expertise and receive objective expert advice without having to commit to a long-term relationship. 

If you think there is a potential fit between your needs and our expertise, the first step is to schedule a complimentary phone 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 phone call below and let's have a conversation.