Exit & Acquisition Planning
Exiting or acquiring a business is one of the most significant financial and emotional decisions you’ll ever make — and the stakes are even higher when your family’s wealth is tied to the outcome. Whether you’re preparing to sell, planning an internal transition, or considering the purchase of a business, the difference between reacting and planning can be measured in real dollars over time.
As a Certified Exit Planning Advisor (CEPA), Joe works with both sellers and buyers to navigate the strategic, financial, and tax implications on both sides of the table. We help owners prepare early to maximize value and reduce risk, and we help buyers structure acquisitions with clarity, discipline, and long-term alignment in mind. Along the way, you gain access to a deep, business-owner–focused network of professionals, opportunities, and insight built through years of working inside the exit planning and M&A ecosystem.
How We Can Help
- Exit-readiness and acquisition readiness planning
- Strategies for maximizing enterprise value before a transition
- Tax-efficient structuring for sales, purchases, and liquidity events
- Coordination with attorneys, CPAs, lenders, and transaction professionals
- Planning for wealth, lifestyle, and governance after a transaction
Thinking about an exit — or evaluating your next acquisition?
Let’s build a strategy that protects what you’ve built and positions what’s next.
