Plan With Us
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 help business owners and their families benefit from their lives’ work.
Exit your business without regrets
Learn more by watching the video.
Evaluate your preparedness to exit your business with PREscore™. The assessment walks you through practical and emotional factors many business owners overlook when beginning their exit strategy. After all, exiting your company will probably be the most important financial event of your lifetime. If you want to maintain control of your options, you’re going to need a plan. Ensure you leave your company without regrets.
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.
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.
Exiting Your Business?
Exiting Your Business?
Are you ready to sell or transition out of your business? Do it right. Get your Personal Readiness to Exit Score today with PREscore™
Continuity Planning
Business Continuity Planning
Does your organization have a business continuity plan? We have the resources to deal with the associated risks.
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.
Preparation Is Everything
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.
The BEI Seven Step Process
Successful Exit Plans have several common elements that are structured from a proven step-by-step process. The BEI 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.
Advice Corner
Guiding Your Wealth to Where You Want It to Go
When you die, how much money do you [...]
Deal Killers: Catch Them Before They Harm Your Future
Preparing your business for a successful future often [...]
There’s More to Business Than Money: Values-Based Goals
Successful business owners often want more [...]