For business owners
The plan for the first Monday after.
The deal replaces the equity. It does nothing for the paycheck the business paid you or the role it gave you. Exit planning is deciding how all three get replaced, before you sign.
Why exits go sideways
For most owners the business is the income, the identity, and the estate at once. A sale settles the price and unsettles everything else: the proceeds arrive with no job description, every product pitch arrives the same week, and the years after the wire are decided by choices made before it.
What we bring to it
Income first: what your life costs, what covers it whether or not markets cooperate, and only then what the rest of the money is free to do. The tax plan runs alongside the deal, not after it, because the cheap windows close at signing.
How to start
If a sale is anywhere on the horizon - two months or five years - bring the horizon to a Heard First Session. The earlier the conversation, the more of the good options are still open.
Start here
Built for this exact situation.
Article
Selling Your Business Changes More Than Your Balance Sheet
The money changes immediately. The rest of your life doesn't necessarily adjust as quickly.
Calculator
Income Floor Calculator
Will your checks cover your bills? Your bills every month, and the checks that come no matter what. Slide through the years and see.
Guide
The Business Owner’s Exit Blueprint
What your business provides today, what a sale actually puts in your hands, what replaces the work, and what to coordinate before you sign.
Bring the situation, not the paperwork.
It costs nothing, and nothing is owed when the hour is over. You leave knowing where you stand, whether or not we ever speak again.
For those within five years of retirement or already there, with $1 million or more set aside. No cost. No obligation.