Your Exit, On Your Terms: Plan Your Exit, Maximize Value, Secure Your Legacy.

Connect with Vetted Exit Planning Professionals because great business deserves an intentional, well-planned transition. CEPA-led network connecting business owners with pre-screened CPAs, wealth managers, M&A advisors, and exit planning specialists

Discover Your Exit Readiness Score in 5 Minutes

Get a personalized assessment of your business's readiness for a successful exit by a Certified Exit Planning Advisor (CEPA)

Am I ready to Exit?
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See your personalized readiness result in minutes

Maximize your Business Exit Value

Expert guidance for owners preparing to sell. Unlock actionable insights, proven strategies, and essential resources to drive higher valuations.

Exit planning strategy

Develop a tailored roadmap to prepare your business for a successful transition and maximize sale outcomes.

Business valuation analysis

Receive a comprehensive, objective assessment to understand your company’s true market value.

Value enhancement tactics

Identify and implement key improvements that increase buyer appeal and drive higher offers.

Readiness checklists

Access step-by-step guides to ensure your business is fully prepared for the sales process.

Referral network access

Connect with trusted advisors and industry experts to support every stage of your exit journey.

Owner education resources

Stay informed with curated articles, tools, and best practices for business owners planning their next move.

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Build Your Exit Planning Dream Team
A trusted group of specialists to guide you from planning to post-sale peace of mind.

Our Professional Network by the Numbers

CEPA

Certified Professional

Growing

Expert Network

15+

Years Experience

100%

No Cost Service

Our Network includes a Certified Exit Planning Advisor (CEPA)
who coordinates your exit strategy, aligning personal, financial, and business goals while engaging necessary experts.

Our Business Valuation Expert  
determines the fair market value of your business, pinpointing essential value drivers and risk factors that influence deal terms and timing.

Our network of Wealth Advisors ‍Helps ensure the sale proceeds support your personal financial goals—from retirement to legacy planning—long after the deal closes.

We provide access to M&A Advisor / Business Broker who manages the sale process, markets the business to qualified buyers, negotiates deal terms, and maximizes transaction value.

Our Estate Planning Attorneys design strategies for asset protection, wealth transfer, and charitable giving, often working in advance of the sale to optimize outcomes.

Our network of CPAs / Tax Advisor provides essential tax guidance to structure the transaction in the most tax-efficient way and supports due diligence with clean financials.

Out Transaction Attorneys (M&A Attorney)
‍handles the legal side of the deal. Drafts and reviews key documents, structures the sale, and protects you from post-sale liability.

Our network of Value Growth Advisor / CFO Consultant works pre-sale to strengthen financial systems, reduce risk, and increase company value, making the business more attractive to buyers.

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Insights

Expert guidance for business owners

Stay informed with the latest strategies, checklists, and resources to prepare your business for a successful exit.

Explore
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Checklist
5 min read

Exit planning essentials

Key steps to prepare your business for a smooth and profitable transition.

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Valuation
4 min read

Understanding business value

Learn how to assess your company’s worth and identify growth opportunities.

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Strategy
6 min read

Maximizing business value

Actionable tactics to increase your business’s market appeal before selling.

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Referral
3 min read

Choosing the right advisor

What to look for when selecting partners for your exit planning journey.

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Frequently asked questions

Answers to common business exit questions

Get clarity on the exit planning process, business valuation, and how to prepare for a successful sale.

What is exit planning?

Exit planning is a strategic process that prepares your business for a future sale or transition, ensuring you maximize value and minimize risk.

How do I know my business’s value?

A professional valuation assesses your company’s financials, market position, and growth potential to determine its fair market value.

When should I start preparing to sell?

Ideally, begin planning at least 2–3 years before your intended exit to address operational, financial, and legal considerations.

What factors impact business value?

Key drivers include profitability, growth trends, customer concentration, operational efficiency, and industry outlook.

How can I increase my business’s value?

Focus on improving financial performance, diversifying revenue streams, and strengthening management systems before going to market.

What are common mistakes to avoid?

Delaying planning, overestimating value, and neglecting due diligence can reduce sale price and complicate the exit process.

Prepare your business for a successful exit

Strategic planning and valuation expertise

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