Meet The Team

/Meet The Team
Meet The Team2019-03-15T16:30:10-04:00

Plan With Us

At The Exit Planning Group our goal is to help you sell your business, when you want for the money you need, to the person you choose.   We are members of the BEI Network of Exit Planning Professionals™.   We help business owners and their families benefit from their lives’ work.

Our Valuable Team Members

W. R. (Bill) Black
W. R. (Bill) Black CExP™, CFP®, CEA®, CIM® / President
Bill has been a professional advisor working with business owners for over 25 years. As a Certified Exit Planner, Bill has developed a disciplined process to assist business owners minimize risk and maximize value as they transition to life after work. As a business owner himself, Bill has a deep understanding of what’s important to business owners and he enjoys working on the most important financial event of their lifetime. Bill believes that selling or transitioning a business requires thoughtful planning and guidance to achieve the best results.

Bill is a past President of the Rotary Club of Owen Sound. He enjoys raising funds to send children to summer camp and supports many Rotary projects. In his spare time, you may find Bill riding his motorcycle, woodworking, enjoying music or taking pictures of landscapes.

Steven Coffey
Steven CoffeyCFP® / Vice President
Born and raised in Owen Sound, Steven enjoys spending quality time with his wife and two boys. As a lover of golf, fishing and hockey, Steven likes participating in sports and outdoor recreation.

At the office, Steven specializes in helping business owners understand the true value of their business. As members of the Business Exit Institute, we believe that each owner should feel engaged in the exit planning process and feel empowered to exit their business when they want, to who they want, for what they want.

Crystal Ramage
Crystal RamageManaging Partner
Crystal joined Investment Planning Counsel in 2004 after graduating from the Financial Planning Program at Fanshawe College in London Ontario.

Crystal holds the Certified Financial Planner (CFP®) designation and enjoys working closely with clients to help them maximize opportunities and ensure they reach their goals.

As Business Operations Manager for Core Partners Group, Crystal provides guidance and leadership for team members within an efficient office environment.

Away from the office, Crystal enjoys playing baseball, hockey and volunteers as a director for the Owen Sound Agricultural Society.

What We Do

Business Exit Strategies

Make A Plan

The Professionals at Exit Planning Group specialize in helping business owners develop intentional ownership transition & succession plans.

Click to plan your exit with us.

Business Valuation

What Is Your Business Worth?

Understanding the true value of your business is an important focal point of your transition plan. We would be happy to help you.

Click to start your valuation.

Exiting Your Business?

Exiting Your Business?

Are you ready to sell or transition out of your business? Take this 15 minute assessment to find out if you are ready to exit your business.

Click to begin the assessment.

Continuity Planning

Business Continuity Planning

Does your organization have a business continuity plan? We have the resources to deal with the associated risks.

Click to learn more.

Protect Your Assets

Protect Your Assets

Your business assets are a key part of your business’ success. Protect your assets by understanding and minimizing the risks.

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SCHEDULE A CONSULTATION

Whether you plan to grow or go, let us help you prepare your business for success. Schedule a complimentary meeting to learn more about how Exit Planning Group can help maximize the value of your business.

Complimentary Meeting

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This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.