A FREE Assessment
So you can make an informed decision about partnering with us.
The transfer of your business may be the largest financial transaction of your life. The Readiness Assessment helps clients understand the complexities of preparing a business for transition and their current level of preparedness so they can begin the succession planning process.
✔ Financial Planning Analysis
✔ Clarity on "What's Next?"
✔ Strategic Transition Timeline
✔ Risk and Legacy Analysis
✔ Personal Action Plan
Who We Do Our Best Work With:
Privately owned business owners.
You value expert advice to help with ongoing financial, tax, and investment decisions.
Working with a trusted fiduciary advisor is important to you rather than going at it alone.
Step 1:
Introductory Meeting
This is a complimentary video call where we listen and both have the opportunity to ask questions and make sure your situation matches our expertise.
Schedule A Call
Step 2:
Video Meeting
This is a video call where we'll get to know each other better, take a good look at your business, understand your particular situation, and get clear on your goals, needs, and concerns.
Step 3:
Assessment Review
With your Personal and Financial Readiness Assessment complete, we will review our findings and recommendations. We'll identify the gaps, concerns, and opportunities and discuss exactly what you need to do to improve your transition plan, optimize your investments, and more. Then, together, we set the parameters, goals, fees, and timelines for the next engagement.
Still have questions?
Can you meet virtually and meet with people in other states?
Yes, we can. Our firm is equipped to meet with clients and potential clients through the video conferencing software, Zoom. Each meeting is protected by a unique password and we adhere to the strict security guidelines necessary to protect your privacy.
I don't plan to exit my business any time soon. Can I still work with you?
Yes, we can still work with you. The sooner you start planning, the more time you have to get yourself personally and financially prepared for a transition. In addition, you'll have more time to improve any weaknesses in your financial plan, your business, and increase its attractiveness for a potential acquisition or sale.
How does Beyond Your Exit Wealth Management make money?
We are commission free. Otherwise known as fee-only. Our fees depend on your unique needs and complexity and are a transparent line item on every statement. Initial financial planning fees start at $3,600 - $10,000. Ongoing financial planning fees start at $300 - $500 / month.
Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. This is not us.
Do you offer an hourly or one-time project fee option?
We do our best work with business owners looking for a trusted financial planner to assist with financial decisions over the long term. Currently, our firm is not equipped to offer an hourly fee option. We also recognize how challenging it is to evaluate financial planners.
This is why we created Engagement 1: Creating Your Financial Freedom Blueprint which includes a financial plan & business assessment. It's a three month process to give you the opportunity to see our expertise and receive objective expert advice without having to commit to a long-term relationship.
After completing Engagement 1, you will have the option to continue with Engagement 2: Ongoing Financial Planning & Implementation.
If you think there is a potential fit between your needs and our expertise, the first step is to schedule your video call below.
Can you sell my business?
No, we do not execute or facilitate the sale of the business. We partner with experts who can help our clients execute a transaction. Even though we don't execute the transaction, we stay involved in helping our clients through the entire business sale process and beyond.
Do I need to have investments in order to work with you?
No, we do not require a client to have investable assets. While investment management is an optional service we provide, clients can choose to work with us on a one-time stand-alone engagement or on a month-to-month ongoing basis.
How do I get started?
Schedule an introduction video call below and let's have a conversation.