Every business owner will exit their business someday.  This may be within your planned timeline or outside of your control through a triggering event.  Advisor Game Plan believes that every business owner, regardless of their age, their business size, or their situation, should have an ownership exit plan documented with the guidance of an experienced and certified ownership exit planner.     

Powered by CEPA (Certified Exit Planning Advisor), Advisor Game Plan has the tools and method for business owners.  Why CEPA? 

• Simplify the step-by-step system for your exit planning
• Common language for all professionals involved in your exit planning
• Guidance for each business owner’s chosen exit plan options:
  • Sustainable partnership structure?
  • Internal leadership ownership transition?
  • Family business generational transition?
  • Third-party buyer transition?
  • ESOP?
• Death & Disability Plans for the unexpected triggering event

What we provide:

1. Business Valuations - ask us about our unique annual business valuation service
2. Business Value Coaching to accelerate your business value - ask us about the 8 Drivers of Business Valuation.  This can help you re-think your business plan to prioritize Value vs Income. 
3. Exit Strategies and Execution - ask us about how we help business owners from start to finish in their exit from their business
4. Community of Experts - ask us how we work with your team of existing professionals or bring in other trusted professionals who specialize in exit planning
5. Acquisition Strategies and Coaching - ask us about how we help eager multi-business owners on the opposite side learn how to acquire businesses to achieve rapid growth and scale

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