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.
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.
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.
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.
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.
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.
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