Get Investment Ready

It's Time!

Exit Planning On Your Terms

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Exit At The Top Of Your Game

Get Rewarded For What You've Built

Begin Your New Chapter With Purpose

Exiting Your Business Is A Big Life Event.

Why gamble?

  • Are you uncertain about how to retire?
  • Are you burned out from decades of go, go, go?
  • Do you worry about financial security?
  • Do you have a succession plan or exit strategy?
  • Do you want to leave your business in good hands?
  • Are you waiting too long?
  • Are you risking not exiting at the pinnacle?

Choose an Exit Planning Advisor Who Works for YOU!

Schedule a Call

Schedule a quick call to determine if we’re the right partner for you.

Get Investment Ready®

The succession plan process can be very uncertain. Work with a professional and exit on your terms.

Get Rewarded

Exit on your terms and your timeline. Get a higher valuation and payday.

Schedule a Call

We get it - exiting your business can be full of uncertainty.

Dreaming of retirement is the easy part, but exiting on your terms can be challenging. Working with a professional Exit Planning Advisor can ensure you exit on your terms. We’ll make sure that your succession plan accomplishes your goals, rewards you for the years of work you’ve put in, and lets you enjoy the next chapter of your life.

Manufacturing

Technology

Professional Services

Financial Service Brokerage

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How it Works

1. Schedule a no obligation call

During our call, we’ll determine if we’re the right partner for you based on your goals.

2. Get Investment Ready®

The process begins with an interview that addresses key valuation areas of your business. You’ll be thinking about your business in new ways.

3. Get Rewarded

You’ll know what steps to take to increase the value of your business before approaching potential buyers or investors. You’ll be prepared to exit on your terms and your timeline. You’ll get a higher valuation and payday.

Schedule a Call

Renita Wolf

My parents owned a small business. Unfortunately, life circumstances required they close their business unexpectedly. They could not sell their business and cash out because they did not prepare ahead for their exit.

I’ll help make sure you get what you deserve by helping you prepare your multi-million dollar business for growth or exit. With over 25 years of senior financial management experience with Fortune 50 and entrepreneurial companies including Wells Fargo, Hewlett-Packard, Agilent Technologies, Cray Research, and two other companies founded by Seymour Cray, I know what it takes to improve company value and profitability.

I’ve worked on the buyer side of Mergers and Acquisitions, and I’ve seen the mistakes business owners make when attempting to exit their businesses. Don’t make those same mistakes in your business.

Schedule a no-obligation call today. In the meantime, download “Who Runs Your Company When You’re Not There?"

Download Your Copy

Services

Business Blueprint

Your personal roadmap to success. Working together, we reveal what drives value up or down for your business and what you can do to increase the value of your business.

Strategic Growth Plan

Make it happen now. Working together, we prepare a corrective action plan you can begin implementing right away. It’s the bridge between where you are now and where you want to be.

We Do It For You

We work with you to set a strategy based on your goals. Then we implement the solution with minimal disruption to your business.

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