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Business Owner financial & Exit Planning
Connecting Your Business Exit to Your Financial Plan
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Your business is part of your story, but it’s not the whole story. A well-planned exit is just one step in building long-term financial confidence.
Your financial plan should work beyond your business.
For many family-owned businesses, personal and business finances are deeply connected. Whether you’re preparing to step away now or years down the road, exit planning is only one part of the bigger picture. We help you build a comprehensive financial plan that supports both your personal goals and the future of your business. From retirement and wealth transfer to business succession and tax strategies, we’ll coach you through every step with clarity and confidence.
our process
What To Expect When We Plan Together
step 1
Define What Matters Most
We help you uncover the beliefs and goals that will shape both your personal financial plan and your business transition.
STEP 2
Outline Your Ideal Outcome
Together, we’ll outline the tangible outcomes you want — whether it’s retirement, wealth transfer, business succession, or all of the above.
STEP 3
Understand the Full Financial Picture
We gather the details of your personal and business finances, so every part of your plan works together toward your long-term success.
STEP 4
Explore Clear, Actionable Options
We’ll present clear strategies for exit planning, personal financial planning, and wealth management, helping you make decisions that fit both your life and your business.
What Does Business Financial Planning Cover?
Intangible Goals: Your Financial Decision Values
Cash Flow Planning & Projections
Emergency Reserve Plan
Succession Plan
Emergency Plan (Death or Disability)
Tangible Goals Plan
Giving Back (Charity) Plan
Tax Plan
Risk Management Plan
Business Valuation Plan
Intangible Goals: Your Financial Decision Values
Cash Flow Planning & Projections
Emergency Reserve Plan
Succession Plan
Emergency Plan (Death or Disability)
Tangible Goals Plan
Giving Back (Charity) Plan
Tax Plan
Risk Management Plan
Business Valuation Plan
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Choose the Planning Relationship That Fits You
Ongoing Financial Planning Relationship
Per Project, or Billed by the Hour Financial Planning Relationship
Questions We Often Hear
Is exit planning part of financial planning?
Yes — for business owners, personal financial planning and exit planning go hand in hand. We help you align both so you can make confident decisions about the next phase of life.
Do I need to be ready to sell to start planning?
No. The earlier you start, the more flexibility you’ll have. We help owners explore exit options years before a transition — and integrate them into their broader financial plan.
What if I’m unsure about how I want to exit?
You’re not alone. Many owners aren’t sure if they’ll sell, pass the business to family, or take another route. We’ll help you evaluate your options thoughtfully.
Do you only work with family businesses?
While we specialize in family-owned businesses, we work with owners of all kinds who want to plan for both their business and personal financial future.
Start Your Financial Plan Today
You don’t have to wait to start preparing for life beyond your business. Try our Financial Planning Portal for free — explore your numbers, test ideas, and begin building a strategy that works.
