Effective exit planning is a crucial feature of our overall financial planning and wealth management services. In many ways, our exit planning approach is not concerned about a desired exit date. Instead, it is a present-focused process designed to ensure a personally rewarding future outcome.
We use the skills and knowledge of two Certified Exit Planning Advisors (CEPAs), Mike Zimmerman, President and Founder, and John Packer, Small Business Director, to help you not only grow the value of your most important investment, but to also make sure that you are financially and personally prepared to exit your business—whenever that may happen. As CEPAs Mike and John, who have decades of combined experience in wealth management and small business consulting, are trained and certified in a proven process developed by the Exit Planning Institute.
Following are the three core values behind our exit planning services:
A business transition or exit is, above all else, a personal journey.
A business exit is a life event that should enable business owners fulfill their personal goals and dreams. Because we believe that “all business is personal”, our first step in the process is to carefully listen to our business owner-clients so that we can develop a custom plan that is aligned with their aspirations.
We believe in professional collaboration.
Most transitions or exits require the work of multiple specialized professionals, such as CPAs for tax planning, and attorneys for matters such as estate planning and contract negotiations. And, if we need to contact other CEPAs with specialized expertise, we will certainly do so. A core feature of the CEPA model is a strong commitment to professional collaboration. This approach ensures that clients get the specialized service they need to properly execute a crucial life-changing process.
We are committed to strategy AND execution.
We use the Exit Planning Institute’s Value Acceleration Program to develop action plans designed to grow business value. Our action plans are strategic in nature, as they are intended to improve the performance and value of businesses. While strategy is important, to be effective, strategies must be executed. We are committed to working closely with our clients to help them execute their strategic value acceleration plans. Specifically, John Packer’s extensive experience as a fractional CFO effectively equips him to help business owners execute these key strategic initiatives.
Click this link to access our Insights about this powerful service for business owners.
If you are interested, please contact John at email@example.com.
This advice/business service is currently not affiliated with J. W. Cole Advisors, Inc. (JWCA) in any form. Investment services are affiliated but Regal Business Advisory/ Accounting services are not Broker dealer platforms.