As a small business owner, you understand the need to surround yourself with professionals that can fill in the gaps.  Business owners wear many hats but can’t be experts in everything.  It takes a certain gut instinct to learn when to bring in the big guns.  You may have a great team already assembled and chances are that if they are experienced in exit planning, I have worked with them in the past.  If not, that is ok.  Being able to collaborate with your professionals is a key attribute of Exitus, LLC.  Exit planning is a team sport and we all have a critical role to play to be successful.  The earlier I’m introduced to your team the better.  Making connections has been an important factor of my success and I welcome the opportunity to work with your team.

If together we identify the need to make a change with your professional team or we need to seek out additional professionals, we can lean on my extensive network that include:

·        Accounting professionals who understand the details, complexities, and legalities of business accounting

·        Certified Public Accounts (CPA’s) that are strategic tax planners who can assist in minimizing tax and navigating the complexities of the IRS

·        Business consultants and coaches that can assist in value maximizing efforts

·        Bankers who can provide creative financing options with experience to navigate the banking regulatory environment to improve funding outcomes

·        Attorneys who have experience in business transition resulting in less pain through the negotiation process and minimizing risk

·        Financial Advisors who specialize in business ownership and understand how to invest transaction proceeds diligently while supporting your financial goals

·        Real estate professionals who have their pulse on the market and specialize in commercial real estate

Being connected to professionals who are proficient in transition work is a core competency of Exitus, LLC.  As an engaged member of the community, I am actively meeting and evaluating professionals to strengthen my network, so you receive the highest level of service and support.