Certified Exit Planning Advisor® (CEPA®). Chase Grundy holds one of fewer than 3,000 CEPA® designations nationwide.

Business Exit Planning

Your business is
your biggest asset.

For most business owners, the business represents 80–90% of their net worth. Yet fewer than 20% have a written exit plan. We help you change that, on your timeline and at maximum value.

Whether you're 2 years out or 10, the best time to start planning your exit is now. The more runway you have, the more options you keep open.

Start Your Exit Plan →

Their Success Is Our Success

Exit planning is more than
selling a business.

A successful exit means leaving on your terms: financially secure, personally fulfilled, and with a business that was built to transfer. That takes planning across three dimensions.

Financial Readiness

Will the proceeds from your exit fund the life you want? We model the gap between what your business is worth today and what you'll need, then build a plan to close it before you exit.

Business Value Growth

Buyers pay premiums for businesses that can run without the owner. We identify the value drivers (recurring revenue, management depth, documentation) and help you build them in.

Personal & Legacy Goals

What happens after you exit? Identifying your "enough" number and your vision for life after the business is just as important as the transaction itself. We start here.

The Exit Planning Framework

Confidence is built
step by step.

The CEPA® framework follows five stages. Most engagements take 12 to 36 months, which is exactly why starting early matters.

Discover

Assess where you stand personally, financially, and in the business before building any plan.

Strategize

Define your exit goals, timeline, and the path that fits your vision: internal transfer, sale, or succession.

Build Value

Identify and systematically close the gaps between what your business is worth and what it needs to be worth.

Harvest

Time the exit, structure the deal to minimize taxes, and protect value through the transaction process.

Manage After

Invest proceeds, protect wealth, and build a life after the business with a plan designed for this moment.

How We Work With You

Six steps from where you are
to where you want to be.

Exit planning isn't a one-time event. It's an ongoing process. Here's what working with us looks like from first call to closing day.

Initial discovery & gap analysis

We start with a comprehensive assessment: your personal financial readiness, business valuation estimate, owner dependency score, and an honest gap analysis. You'll know exactly where you stand.

Define your exit goals & timeline

What does a successful exit look like to you, and by when? We help you articulate the personal vision that every business and financial decision will be made around.

Build your advisory team

A successful exit requires M&A attorneys, CPAs, and sometimes business brokers or investment bankers. We help you assemble and coordinate the right team and serve as the financial quarterback throughout.

Execute value-building strategies

Over 12–36 months, we implement specific value drivers: reducing owner dependence, building recurring revenue, strengthening the management team, and documenting systems buyers pay premiums for.

Structure & time the exit

When the time comes, we help you evaluate offers, understand deal structures (asset vs. stock sale, earnouts, seller financing), and minimize the tax impact, which can be the single largest variable in your net proceeds.

Life after the exit

The transition from business owner to investor is one of the biggest identity shifts people experience. We invest your proceeds, create a personal financial plan for post-exit life, and stay with you through it.

Your Advisor

Chase Grundy, CFP® · CEPA®

Chase holds both the CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor® designations, a combination that's rare and powerful. It means your exit isn't treated as an isolated transaction, but as the centerpiece of your overall financial life plan.

The CEPA® designation is awarded by the Exit Planning Institute and requires demonstrated knowledge across business value acceleration, personal planning, financial planning, tax, and legal issues specific to business transitions.

CFP®

CEPA®

Senior Financial Planner & CIO

Covered in Your Plan

What We
Help With

Every exit is different. Here's the full range of issues a comprehensive exit plan addresses.

Valuation

Business valuation & value gap analysis

Understand what your business is worth today, what it needs to be worth at exit, and the specific levers that move the number.

Tax Strategy

Exit tax structuring & minimization

Capital gains, installment sales, qualified small business stock exclusion, charitable trusts: the structure of your deal can dramatically change your after-tax outcome.

Succession

Internal transfer to family or management

Not every exit is a third-party sale. We design gifting strategies, buy-sell structures, and ESOPs for owners who want to keep the business in the family or with their team.

Protection

Buy-sell agreements & key-person insurance

Protect against forced exits (the death, disability, or departure of a key partner or owner) with properly funded buy-sell agreements.

Personal Finance

Post-exit wealth management & income planning

Transitioning from business income to investment income requires a new financial plan. We build it before the exit so there's no gap in your financial security.

Legacy

Legacy planning & charitable giving

An exit creates a wealth event that requires updated wills, trusts, and beneficiary structures. We coordinate with your estate attorney to ensure the plan reflects your wishes.

Your business isyour biggest asset.

Exit planning is more thanselling a business.