facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Process

Is Beyond Your Exit the Right Firm for You?

My goal for this process is to show business owners how we can help you utilize your wealth to live the life you desire. There is no fee to go through this process. It is designed to give you a framework for making an informed decision about working together, before paying us any fees.

Step 1: 

Schedule a 30 Minute Call

Let's have a conversation and see if we are a good fit. We'll get to know each other, answer any questions you may have, and discuss how we might best be able to serve you.

Step 2:


Next is a 60 minute meeting either in person or virtually. We'll discuss what’s important to you, learn more about your business, and uncover potential opportunities unique to your situation and circumstances.

Step 3:


Guided by our in-depth conversation from our “Explore” meeting, and the documents we requested, we’ll gain insight into where you  and your business currently stand versus where you hope to be.

Step 4:


In this meeting, we will review and explain what actions you would need to take to accomplish your financial objectives and live your desired lifestyle. After this meeting, we’ll ask you to reflect on your experience so far and consider if our skills and services would benefit you, your family, and your business.

Step 5:

Reflect On It

We understand that choosing a financial partner is an important decision. For this reason, we encourage you to take the time you need to decide if you’d like to work with us. If you have any questions along the way, we are here to talk through anything on your mind.

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. You will soon be on your way to the goals and lifestyle you wish to live out.

While we welcome the opportunity to serve you, we wish you continued success if you decide we are not a good fit.

Begin By Booking a Call

Schedule Time to Talk