Exit Planning & Business Value Advisory · Madison, WI

You've built something real.
Let's make sure it pays off.

Most business owners have 80% of their net worth tied up in one illiquid asset — with no plan for what happens next. We change that.

Book Your Free 15-Min Call See How It Works →
0%
of businesses that go to market
never sell.
0%
of owners get a valuation lower
than they expected.
1 in 3
owners who call exit planning a priority
actually have a written plan.
Sound familiar?

Most business owners don't realize
they have a problem until it's expensive.

You've built a company worth millions — but if you stepped away for 90 days, you're not sure it would run without you.
Your accountant handles the taxes. Your attorney handles the contracts. But nobody is looking at the whole picture.
You know you should be planning for what's next — but you've been saying that for three years.
You've been told what your business is worth, but nobody's shown you how to close the gap between that number and the one you actually need.
You're not sure your family knows what would happen to the business — or to them — if something happened to you tomorrow.
If even one of these hit home, that's exactly why we exist.
What makes us different

We plan around
the business first.

Most financial advisers focus on your investment portfolio. We focus on your entire picture — which, for a business owner, means the business is the center of the plan. Our advisers are Certified Exit Planning Advisers (CEPA), trained specifically for this work.

The business IS the plan
For most owners, 80% of net worth sits in one illiquid asset. Your retirement, your family's security, your next chapter — they all depend on one transaction going right. We treat it that way.
We'll tell you your business is worth less than you think
If the number in your head doesn't match the market, we'll show you the gap — and the 18 months of work to close it. The honest answer is the only one worth paying for.
We stay in the room for the messy middle
The first call is 15 minutes. The last one is probably years away. We run 90-day sprints through growth, slowdowns, offers that fall through, and the one that finally closes.
Your CPA, your attorney, our playbook
Complex exits need M&A counsel, tax strategists, valuation firms, and investment bankers — rarely from the same shop. We coordinate everyone already in your corner, and bring in specialists from our network where you have gaps.
Certified Exit Planning Advisers (CEPA)
The CEPA designation trains advisers to look at a business owner's situation across three dimensions simultaneously — the business, the personal financial plan, and exit readiness. That's the only way to build a strategy that actually holds together. Most advisers are trained to look at one.
Who this is for

Whether you're building, transitioning, or ready to exit.

Building
5–10+ years from exit
You're focused on growth — but you want to make sure the value you're building is transferable, protected, and compounding toward the outcome you want when the time comes.
Value Acceleration →
Transitioning
3–5 years from exit
You're starting to think about what's next — and who's involved. You need a plan that aligns your business, your finances, and your personal goals before the clock starts ticking.
Exit & Succession Planning →
Exiting
1–2 years from exit
You're ready to move. You need the strategy, the team, and the structure to maximize your outcome — on your timeline, with nothing left on the table.
Full Exit Planning →
Our services

Four services. One integrated plan.

01
Business Value Acceleration
Build a company worth more than it is today. Reduce owner dependence, strengthen your systems, and position your business to command a premium.
Learn more →
02
Exit & Succession Planning
Know your options before you need them. Third-party sale, family transfer, management buyout — we build for every path so the choice is always yours.
Learn more →
03
Retirement & Personal Financial Planning
A retirement plan that works whether the business sells for your number or not. Your personal wealth shouldn't depend entirely on a single outcome.
Learn more →
04
Risk Mitigation & Wealth Protection
When 80% of your net worth is in one illiquid asset, a single unexpected event can undo decades of work. We put the protections in place before you need them.
Learn more →
The numbers that change everything

Same revenue.
Millions apart at exit.

Two businesses. Both generating $2M a year. One owner retires wealthy — the other walks away with a fraction of what they expected. The difference isn't how hard they worked.

See the full breakdown →
Company A · Built to sell
$3.2M – $4M
VS
Company B · Same revenue
$800K – $1.2M
$2M+
difference in outcome. Same revenue. Different preparation. This is exactly what we build toward with every client.
How it works

Discover. Prepare. Decide.

A proven three-phase framework built around where you are today and where you want to end up. We run in continuous 90-day sprints — so the plan always reflects your current reality.

Phase 1
Discover
→
Phase 2
Prepare
→
Phase 3
Decide
90-day sprints · Runs until you exit or keep growing
See the full process →

You didn't build this
to leave it to chance.

The owners who get the best outcomes aren't smarter or luckier.
They just started planning before they had to.

Book Your Free 15-Min Call
1
We ask about your business, your goals, and where the gaps are.
2
We tell you honestly if we can help — and if we can't, we'll point you to who can.
3
You hang up knowing exactly where you stand. No homework, no follow-up pressure.
2–3×
Business owners who start planning 5+ years before exit receive 2–3× more than those who start in the final year. The planning horizon is the single biggest predictor of outcome.
First reply usually same-day · Never more than one business day · Based in Madison, WI