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We’ve worked on over 200 projects with 150+ clients
Who We Are
How We Help
We are a non-profit, educational association of advisors, dedicated to providing business owners and fellow professionals alike with resources for successful exits and fruitful transitions.
Our members form highly effective teams with a common Vocabulary, Framework, and Process.
This empowers our clients to design and implement a Master Plan benefitting their businesses, stakeholders, themselves and their family legacies.
Our Values
- Client-Centric
- Multi-Disciplinary Collaboration
- Process-Driven/Results-Focused
- Proactive vs. Reactive Planning
- Growth Mindset
Comprehensive Support
From your business to your financial plan, we have teams of multi-disciplinary members who help you think through and create a Master Plan so that you have the confidence that the exit from your business is in good hands, and your next step is secured.
The Exit Process
- Discover
- Prepare
- Decide
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The Exit Process
You built your business with a design, not by default. Your exit should be no different.
Studies show that only 20 to 30 percent of businesses that go to market actually sell.
Exit well. Exit by design. We can help.
Discover
During this phase of the process, we go through two steps. Valuing and Assessing. We help you look at all aspects of your business, tangible and intangible and come up with a valuation of your business as it is. We do the same on the personal financial planning side of things.
Prepare
During this phase of the process we walk you through what different exit strategies would look like for you. What particular kind of exit is most appropriate for your business and what are the strengths and weaknesses of each approach. We then help you see at what can be improved upon in your business and on the personal financial side to make sure each area is optimized for an exit.
Decide
At this point, you have clarity on which decision you need to make. Are you at a point for a clear, fruitful exit? Sometimes we find business owners fall in love with their business again and want to continue growing it. The decision is up to you, and we are glad to have served you.
Member Directory
Bob Nelson, J.D., LL.M
J. Robert Schannep, CFP®, CEPA®
John Kamprath, CFP®, CEPA®
Keith Atneosen, CEPA ®, MSFS, AEP ®, CFP®
Keith LaHonta
Lowell Millard, CPIM®, CEPA®
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