Our Network2019-11-04T12:54:11-05:00

Our Network of Advisors

Success is dependent, not upon what you know, but who you know — and who knows you. This is why Exit Planning Group has built a large network of professional advisors. Exit Planning Group’s exclusive Advisor Network includes experts in all industries and across every Exit Planning profession, including: Accounting, Financial Planning, Wealth Management, Insurance Advisement, Mergers & Acquisitions, Legal, and Consulting. Think of them as your private network for collaboration and insight, keeping you on the cutting edge of today’s exit planning and delivering excellent results.

      

       

Our Commitment to You

At 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 seek to help business owners and their families benefit from their lives’ work.

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions.  It is an established process that creates a written road map, or Exit Plan, involving the efforts of several professionals facilitated and led by an Exit Planning Advisor who ensures not only the Plan’s creation but also its timely execution.

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 J. Coffey
Steven J. 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.

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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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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 seek to help business owners and their families benefit from their lives’ work.

What’s Your Business Worth?

Knowing the value of your business is critical to proper business planning and achieving personal goals.  Through our valuation process, we can help answer the questions that will lead you to make informed decision for your future.

Let us show you how!

ONLINE BUSINESS VALUATION

Are You Ready To Sell?

Selling your business may be one of the hardest decisions any entrepreneur has to make. Your company isn’t a 9-to-5 job. It’s your baby.  It’s not surprising many business owners don’t want to contemplate selling. But even if you don’t plan to sell any time soon, it’s still important to think about an eventual exit.

ONLINE READINESS ASSESSMENT

The BEI Seven-Step Process

Successful Exit Plans have several common elements that are structured from a proven step-by-step process. The Exit Planning Group’s Seven Step Exit Planning Process systematically approaches the planning process to identify and analyze all problems, and will give you the knowledge, expertise, and strategic systems.

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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

Advice Corner

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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.