Exit Planning
22 financial advisors list Exit Planning · 55 client reviews
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Ian Weiner, CFP®, CEPA®
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Personal CFO for owners, executives, and families. One quarterback for planning, tax, estate, and investment decisions. Built for irreversible calls: sales, exits, equity comp, inheritance.
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Montebello Avenue
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About Exit Planning on Sam's List
What to know
- Only 42% of business owners have a written, formal transition plan for their company.[1]
- 49% of business owners want to exit within the next five years.[2]
- 26% of founders in our wealth quiz asked for exit planning.[3]
Sources
Looking for help with exit planning? It comes down to preparing an owner and a business for a sale or transition. The Financial Advisors here provide this as part of financial planning and wealth management, with real client reviews on every profile.
What an exit planning financial advisor should handle
- Business value drivers before a sale
- Personal financial plan for the proceeds
- Coordination with your M&A attorney and CPA
- Timing (often years before a sale)
Questions to ask before you hire
- Are you a Certified Exit Planning Advisor (CEPA)?
- How are you paid, and do you earn anything from the transaction?
- Who else is on the team?
Credentials on this page
- 4 of 22 list CPA
- 4 of 22 list EA
- 15 of 22 list CFP®
- 3 of 22 list CEPA
As listed by the firms on this page. Verify before you hire:
Frequently asked questions
- What does exit planning involve?
- Exit Planning is preparing an owner and a business for a sale or transition. The Financial Advisors on Sam's List offer it, so you can compare experience before you commit.
- How do I find a financial advisor for exit planning?
- Filter Sam's List to Financial Advisors offering exit planning, compare verified client reviews and pricing, and contact them directly.
- What does an exit planning advisor do?
- An exit planning advisor helps a business owner prepare for a sale or transition, working on value drivers, a personal plan for the proceeds and coordination with the attorney and CPA.
- What is a CEPA?
- CEPA stands for Certified Exit Planning Advisor, a credential from the Exit Planning Institute for professionals who help owners plan business exits.