Our Mission Statement

A universal business truth is that every owner will eventually leave their business, either voluntarily or involuntarily.

According to the US Census Bureau, there are approximately 6 million privately owned businesses in America with 10 or more employees. Fueled by the aging of the baby boom generation, it is estimated 79% of these businesses will change hands over the next decade. While some business owners have a well defined strategy for exiting their business, many more do not. Most lack a well defined ownership transition plan because they are either too busy running their business or simply do not know where to begin. 

At Exit Planning Strategies, LLC our mission is to act as experienced advocates in helping clients develop comprehensive exit plans. Our process is well defined. Our clients objectives form the core of our work. We strive to thoroughly understand their unique set of circumstances along with their values and vision for the future. By doing so we are well positioned to direct the process of developing a transition strategy that integrates a client's financial, estate and legacy objectives.