Exit Planning Tools for Business Owners

ExitMap Advisors and Planners Interactive Map

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ExitMap Professionals

  • Professional ExitMap Planner Featured
    Offers the complete suite of ExitMap® tools including our 90-day rapid coaching process
  • Professional ExitMap Advisor
    Utilizes ExitMap® Assessments in their practice in conjunction with their specific advisory training

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Professional Exit Planning Advisors

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Business Advisor, RTB Capital Group ➤ As a Certified Exit Planning Advisor, Amanda Bar is passionate about enhancing privately held businesses' value from growth through...

  • Professional Class: Exit Planner

 Professional ExitMap Planner /  USA: Texas - Dallas Ft. Worth Area / Featured

Managing Partner, Bussa Financial Partners ➤ Amanda Kay Bussa is a managing partner and co-founder of Bussa Financial Partners. Responsible for strategic business development, accounting,...

  • Professional Class: Business Consultant, Exit Planner

 Professional ExitMap Planner /  USA: Michigan - Detroit Area / Featured

Business Advisory and Transition Consultant, ATB Financial ➤ Amanda Vella is focused on providing tailored advice to clients on business valuation, value acceleration, effective exit...

  • Professional Class: Accountant, Exit Planner

 Professional ExitMap Planner /  Canada: Alberta / Featured

President, S.W.A.T. Advisors ➤ Amit Chandel, has over 30 years of experience working with affluent and ultra-affluent families, business owners, and executives. He focuses on...

  • Professional Class: Accountant, Financial Planner

 Professional ExitMap Planner /  USA: California - Los Angeles Area / Featured

Senior Manager, ATB Financial ➤ Amna Rana helps business owners understand and optimize the value of their business. She grew up in a very entrepreneurial...

  • Professional Class: Accountant, Business Consultant

 Professional ExitMap Planner /  Canada: Alberta / Featured

Director of Strategic Insights, Archford Capital Strategies ➤ Andrew Greene serves as the Director of Strategic Insights for Archford Capital Strategies. In this role, he...

  • Professional Class: Accountant, Exit Planner

 Professional ExitMap Planner /  USA: Illinois - St. Louis metropolitan Area / Featured

Attorney, Law Office of Andrew N. Karlen ➤ Andrew Karlen has been advising family-owned and other closely held firms, their owners and stakeholders for over...

  • Professional Class: Attorney, Exit Planner

 Professional ExitMap Planner /  USA: New York / Featured

Managing Partner, The NYBB Group ➤ As an ExitMap Advisor, Anthony Citrolo will help you examine your options for the transfer of your business. Developing...

  • Professional Class: Accountant, Exit Planner

 Professional ExitMap Advisor /  USA: New York - Long Island Area

Managing Partner, EndGame Consulting LLC ➤ Arthur Riley is a Certified Financial Planner Practioner with over 30 years of experience serving business owners and families....

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Planner /  USA: Kansas - Kansas City Area / Featured

Senior Vice President, HUB International ➤ As senior vice president at HUB International, Brandon Chase is dedicated to helping clients see, and remain emotionally focused...

  • Professional Class: Exit Planner, Financial Planner, Wealth Advisor

 Professional ExitMap Planner /  USA: Texas - Dallas Ft. Worth Area / Featured

President, Fortress Business Advisory ➤ As the President of Fortress Business Advisory, Brett Andrews has worked with individuals and businesses managing their assets since 1998....

  • Professional Class: Exit Planner, Wealth Advisor

 Professional ExitMap Planner /  USA: Arizona - Phoenix Area / Featured

President, Davis Wealth Management, LLC ➤ Brian Davis is a Certified Financial Planner™ (CFP™) practitioner and holds the Accredited Investment Fiduciary® (AIF®) and Professional Plan...

  • Professional Class: Exit Planner, Financial Planner, Insurance

 Professional ExitMap Planner /  USA: Ohio - Cleveland Area / Featured

Founder and CEO, Thames Management Resources, Ltd. ➤  Brian McIntyre is a Business Certified Appraiser. The Thames mission is to educate owners about the value...

  • Professional Class: Exit Planner, Valuations

 Professional ExitMap Planner /  USA: Illinois - Rockford Area / Featured

President & CEO, Beickman Advisory ➤ As an ExitMap Advisor, Bruce Beickman will help you examine your options for the transfer of your business. Developing...

  • Professional Class: Accountant

 Professional ExitMap Advisor /  USA: Kentucky - Louisville Area

Wealth Advisor, FPA Wealth Management ➤  As a CFP® and CEPA®, Chuck Kedra has been helping successful families and businesses achieve their financial goals for...

  • Professional Class: Exit Planner, Financial Planner, Wealth Advisor

 Professional ExitMap Planner /  USA: Pennsylvania - Philadelphia Area / Featured

Assistant Vice President and Relationship Manager, Washington Trust ➤ Chris Barto has more than 20 years of experience working with institutional and private investors. As...

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Planner /  USA: Washington / Featured

Managing Partner, PivotPoint Business Solutions ➤  As an ExitMap Advisor, Chris Cimaglio will help you examine your options for the transfer of your business. Developing...

  • Professional Class: Business Consultant, Exit Planner

 Professional ExitMap Advisor /  USA: Indiana - Indianapolis Area

Vice President & Investment Officer, Fiduciary Trust Company ➤ As an Vice President of Fiduciary Trust Company, Christopher Shepler has long had a passion for...

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Planner /  USA: Massachusetts - Boston Area / Featured

Franchise Owner, Murphy Business Northwest, Inc. ➤  As an ExitMap Advisor and Business Intermediary, Claudia Smith will help you examine your options for the transfer...

  • Professional Class: Business Broker

 Professional ExitMap Advisor /  USA: Washington - Seattle Area

President & CEO, Hill Country Wealth Strategies ➤ Corwin Davidson, CExP, and the team at Hill Country Wealth Strategies specialize in strategic planning and exit...

  • Professional Class: Exit Planner, Wealth Advisor

 Professional ExitMap Planner /  USA: Texas - Austin Area / Featured

Director, Haven Senior Investments ➤ As an ExitMap Advisor, Cyrus Julian will help you examine your options for the transfer of your business. Developing a...

  • Professional Class: Business Broker, Wealth Advisor

 Professional ExitMap Advisor /  USA: Texas - Dallas Ft. Worth Area

Founder, Prism Financial Concepts ➤ David “Tyler” Heymann is a 20+ year veteran financial advisor and business leader. He has served in a number of...

  • Professional Class: Exit Planner

 Professional ExitMap Planner /  USA: Arizona - Phoenix Area / Featured

M&A Broker, Savvy Business Brokers ➤ Selling a business can be daunting; Dan Gerdman strives to stay one step ahead and reduce your stress during...

  • Professional Class: Business Broker

 Professional ExitMap Planner /  USA: Wisconsin - Oshkosh Area / Featured

President/Financial Advisor, Purpose Financial Planning LLC ➤ Dan Kaibel, the founder of Purpose Financial Planning LLC, has enjoyed serving clients in the financial services industry...

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Planner /  USA: Illinois - Chicago Area / Featured

Director - Wealth Planning Team, MacLean Financial Group, Inc. ➤  As the Director of our Wealth Planning Team at MacLean Financial Group, Dan Springer's passion...

  • Professional Class: Exit Planner, Stock Broker, Wealth Advisor

 Professional ExitMap Planner /  USA: Nevada - Reno Area / Featured

Investment Advisor, Hunter Street Investment Advisors ➤ As an ExitMap Advisor, Daniel Conklin, AAMS, CEPA will help you examine your options for the transfer of...

  • Professional Class: Exit Planner

 Professional ExitMap Advisor /  USA: North Carolina - Raleigh Area

Owner, Dealer Exit Planning Associates ➤ As the Owner of Dealer Exit Planning Associates, David Brackenbury is dedicated to helping owners of car dealerships exit...

  • Professional Class: Executive Coach

 Professional ExitMap Planner /  USA: Pennsylvania - Allentown Area / Featured

Principal, Altus Exit Strategies, LLC ➤  As a Certified Exit Planner, David Jean serves as the Succession Planning Services Group Practice Leader for ARB. Additionally,...

  • Professional Class: Accountant, Exit Planner

 Professional ExitMap Planner /  USA: Maine - Portland Area / Featured

President, Contractor Exit Strategy ➤  Failing to plan your exit strategy is failing your business. As an expert in assisting contractors in creating a business...

  • Professional Class: Executive Coach, Business Consultant

 Professional ExitMap Planner /  USA: Colorado - Boulder Area / Featured

Owner and Founder, Goldstrand Planning Group ➤  As an ExitMap Advisor, Dennis Goldstrand will help you examine your options for the transfer of your business....

  • Professional Class: Exit Planner, Insurance

 Professional ExitMap Advisor /  USA: California - Sacramento Area

Business Advisor, Business Value Booster ➤ Dr. Douglas Brown, CEPA is a graduate of the U.S. Military Academy at West Point and served as an...

  • Professional Class: Exit Planner

 Professional ExitMap Planner /  USA: Virginia - Williamsburg Area / Featured

Owner and TAB Facilitator, EdH Coaching LLC ➤ Ernst den Hartigh is the owner of the Alternative Board (TAB) New Orleans Northwest. He brings over...

  • Professional Class: Business Broker, Executive Coach

 Professional ExitMap Planner /  USA: Louisiana - New Orleans Area / Featured

Co-Founder, High Speed Consulting LLC ➤ Frank has been working as a management consultant for the past 25 years, stemming from his time at IBM....

  • Professional Class: Exit Planner

 Professional ExitMap Planner /  USA: Florida - Tampa Area / Featured

CEO, Clear Focus LLC ➤ Gary Brunson, CEO of Clear Focus LLC, offers client-specific consulting services focused on the generational transfer of ownership, leadership development,...

  • Professional Class: Business Consultant

 Professional ExitMap Planner /  USA: Indiana - South Bend Area / Featured

Founder & Partner, Business & Financial Strategies ➤ Greg McLaughlin started BFS in 2001 after completing his finance degree from the University of Iowa. After...

  • Professional Class: Exit Planner

 Professional ExitMap Planner /  USA: Iowa / Featured

Founder & CEO, Lafayette Square Financial Advisors, Inc. ➤ As founder of Lafayette Square Financial Advisors, Greg Peters' initial vision for Lafayette Square remains constant...

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Planner /  USA: California - San Francisco Area / Featured

President, Phoenix Exchange Corporation ➤  Greg recently completed the Exit Planning Institute’s certification as a Certified Exit Planning Advisor. He feels his CEPA designation has...

  • Professional Class: Business Consultant, Exit Planner

 Professional ExitMap Planner /  Canada: Ontario / Featured

Managing Partner - Capital Region, PA, Transworld Business Advisors ➤  As an agent with Transworld Business Advisors, Hitesh Patel helps his clients buy and sell...

  • Professional Class: Business Broker

 Professional ExitMap Planner /  USA: Pennsylvania - Harrisburg Area / Featured

Managing Member, Nexus Advisors, LLC ➤ As a Managing member of Nexus Advisors, Holly Carroccio supports small businesses, families and individuals toward achieving their financial...

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Planner /  USA: Texas - Dallas Ft. Worth Area / Featured

CEO, Exit Plan of Orange County ➤ Irving holds the designations of ChFC, CLU, CEPA, and CExP. Over the years, we have found that a...

  • Professional Class: Exit Planner, Wealth Advisor

 Professional ExitMap Planner /  USA: California - Orange County Area / Featured

Managing Partner, TAELOS Financial Partners ➤ J Brian Morgan, AIF, CEPA, has always had a passion for understanding people and the unique experiences that guide...

  • Professional Class: Exit Planner

 Professional ExitMap Planner /  USA: North Carolina - Raleigh Area / Featured

Councelor at Law, Moore & Kerbawy Counselors At Law, PLLC. ➤ James L. Moore is known as the “expert’s-expert”. Moore’s reputation as a practical problem...

  • Professional Class: Attorney, Exit Planner

 Professional ExitMap Planner /  USA: Michigan - Grand Rapids Area / Featured

President, Senior Wealth Manager, TAELOS Financial Partners ➤ James Norton, CEPA®, AIF® was named a Forbes 2021 Best-In-State Wealth Advisor. He has a genuine interest...

  • Professional Class: Exit Planner

 Professional ExitMap Planner /  USA: Texas - Houston Area / Featured

President, Exit Plan of Orange County, Inc. ➤  Jay McDowell's diverse experience over 30 years in “Corporate America” working for Fortune 100 companies, combined with...

  • Professional Class: Executive Coach, Exit Planner

 Professional ExitMap Planner /  USA: California - Orange County Area / Featured

Founder & Chairman - Stewardship Legacy Coaching, LLC ➤  Jeff Rogers, CEP®, CKA®, is the author of The Stewardship of your Business Legacy…Wisely Stewarding the...

  • Professional Class: Exit Planner

 Professional ExitMap Planner /  USA: Florida - Orlando Area / Featured

Vice President, Beacon Retirement Planning Group, Inc. ➤ Joe DeMeo is president and founder of Money Bridge Wealth & Income Planning. He works closely with...

  • Professional Class: Exit Planner

 Professional ExitMap Planner /  USA: Colorado - Denver Area / Featured

Managing Director, Blue Sky Exit Planning Services ➤  Joe Gitto understands the confusion, concern and reluctance to begin thinking about planning for your business exit....

  • Professional Class: Exit Planner

 Professional ExitMap Planner /  USA: Florida - Orlando Area / Featured

President, MPN Incorporated ➤  John F. Dini develops transition and succession strategies that allow business owners to exit their companies on their own schedule, with...

  • Professional Class: Executive Coach, Business Consultant, Exit Planner

 Professional ExitMap Planner /  USA: Texas - San Antonio Area / Featured

Owner and Facilitator, The Alternative Board at Jersey Shore North ➤  As an ExitMap Advisor, John Mousseau will help you examine your options for the...

  • Professional Class: Executive Coach

 Professional ExitMap Advisor /  USA: New Jersey - Red Bank Area

Business Transaction Attorney, Walker Law PC ➤ John Walker brings over 30 years of legal and business development experience. Beyond his background in business law,...

  • Professional Class: Accountant, Exit Planner

 Professional ExitMap Planner /  USA: Texas - Houston Area / Featured

Owner, Herrera CPA ➤ Jorge Herrera earned his bachelor’s degree in accounting from the Instituto de Estudios Superiores de Tamaulipas (IEST Anáhuac) in 1983 and...

  • Professional Class: Accountant

 Professional ExitMap Planner /  USA: Texas - San Antonio Area / Featured

Principal, Aurora Capital Group ➤ Joseph Frasko is a serial entrepreneur with direct experience in multiple startups and exits. His passion is empowering business owners...

  • Professional Class: Business Consultant, Exit Planner

 Professional ExitMap Planner /  USA: New York - Brooklyn area / Featured

Founder, JoeCo Business Coaching Inc. ➤ As the Founder of JoeCo Business Coaching Inc. Joseph Markovitch helps business owners successfully transition out of their business....

  • Professional Class: Executive Coach, Exit Planner

 Professional ExitMap Planner /  Canada: British Columbia / Featured

Financial Planner, Financial Clarity by Design ➤ As an ExitMap Advisor, Juli McNeely will help you examine your options for the transfer of your business....

  • Professional Class: Exit Planner, Financial Planner, Insurance

 Professional ExitMap Advisor /  USA: Wisconsin

CEO, Beacon Retirement Planning Group, Inc. ➤ Kelly Carter is the CEO of BRPG and has more than 30 years experience as a financial retirement...

  • Professional Class: Exit Planner

 Professional ExitMap Planner /  USA: California - San Diego Area / Featured

CEO, The Exit Strategy Group ➤ Kerry Boulton, CEO and Founder of The Exit Strategy Group and NEXUS Business Coaching, is Australia’s most respected exit...

  • Professional Class: Executive Coach, Business Consultant, Exit Planner

 Professional ExitMap Planner /  Australia: Victoria / Featured

CEO, Veracity Capital ➤ As CEO of Veracity Capital, Kevin Gray brings to Veracity Capital executive-level leadership skills, with a deep understanding of all aspects...

  • Professional Class: Financial Planner, Wealth Advisor

 Professional ExitMap Planner /  USA: Texas - Dallas Ft. Worth Area / Featured

Business Advisor, RMS Advisory Group ➤  As an ExitMap Advisor, Kirk Coyne will help you examine your options for the transfer of your business. Developing...

  • Professional Class: Business Broker, Business Consultant, Exit Planner

 Professional ExitMap Advisor /  USA: Texas - Dallas Ft. Worth Area

CEO & Principal, Financial Life Advisors ➤  As an ExitMap Advisor, Kirk Francis will help you examine your options for the transfer of your business....

  • Professional Class: Financial Planner

 Professional ExitMap Advisor /  USA: Texas - San Antonio Area

Owner, Vision Performance Group/TAB - Halton Region ➤ Lance Patten MBA, CMA has 25 years of strategic business leadership experience in privately owned businesses, helping...

  • Professional Class: Business Consultant

 Professional ExitMap Planner /  Canada: Ontario / Featured

Financial Advisor, GFG Solutions ➤ As an ExitMap Advisor, Landon Archangelo will help you examine your options for the transfer of your business. Developing a...

  • Professional Class: Exit Planner

 Professional ExitMap Advisor /  USA: Florida - Orlando Area

Financial Advisor, Golden Sands Financial LLC, LLC ➤ Lee Courtright, a financial professional in Stevens Point, Wisconsin, understands that individuals face unique challenges as they...

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Planner /  USA: Wisconsin-Stevens Point Area / Featured

Principal Consultant, Empyrean Associates Inc. ➤  Lee G. Jones, PMP, CEPA, Exit Planning Advisor and Executive Coach - began advising business owners and executives after...

  • Professional Class: Executive Coach, Exit Planner

 Professional ExitMap Planner /  USA: Texas - Houston Area / Featured

President, lahcpas ➤ Linda Hamilton is a Certified Public Accountant with more than 30 years of experience in tax, accounting and consulting services. Her firm...

  • Professional Class: Accountant, Exit Planner

 Professional ExitMap Planner /  USA: New York / Featured

Consultant, Exit Plan of Orange County ➤  As a business and executive coach, Lisa Walker helps business owners put tools and processes into place for...

  • Professional Class: Executive Coach, Business Consultant

 Professional ExitMap Planner /  USA: California - Orange County Area / Featured

Entrepreneur Strategist, ATB Financial ➤ Maria worked for ATB for more than seven years before forging out on her own. Maria has a background in...

  • Professional Class: Business Consultant

 Professional ExitMap Planner /  Canada: Alberta

Founder & CEO, AMP Business Valuations ➤ Mark Ahern started Amp Business Valuations in late 2020. He has a background in financial services and a...

  • Professional Class: Exit Planner

 Professional ExitMap Planner /  USA: Colorado - Denver Area / Featured

Principal, Omega7 ➤ With a 30-year history of working with entrepreneurs, Mr. Flenniken brings a tremendous wealth of problem solving skills to Omega7' unique M...

  • Professional Class: Exit Planner, Financial Planner, Insurance

 Professional ExitMap Planner /  USA: Texas - Lubbock Area / Featured

Principal, Business Owner Succession Strategies (BOSS) ➤  Mark Hegstrom is a Certified Exit Planning Advisor. He helps business owners plan for what may be their...

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Planner /  USA: Minnesota - Minneapolis Area / Featured

Small Business Expert & Strategist, iThink Business Academy ➤  As an ExitMap Advisor, Marton Medina will help you examine your options for the transfer of...

  • Professional Class: Executive Coach, Valuations

 Professional ExitMap Advisor /  USA: California - Los Angeles Area

Principal/Member, High Lift Financial ➤ Matt DiFrancesco is dedicated to helping families create something greater than themselves, aligning families to create multi-generational wealth. He specializes...

  • Professional Class: Exit Planner

 Professional ExitMap Planner /  USA: Pennsylvania - Pittsburgh Area / Featured

President, Ataraxia Advisory Services, LLC ➤  Michael Jones is a Certified Financial Planner and Certified Exit Planning Advisor. People call on Mike when they want...

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Planner /  USA: Virginia - Blacksburg Area / Featured

Owner/CFO, Veracity Capital ➤ As Chief Financial Officer of Veracity Capital, Michael Mess assists in developing, communicating, executing, and sustaining strategic initiatives as well as...

  • Professional Class: Financial Planner, Wealth Advisor

 Professional ExitMap Planner /  USA: California - Orange County Area / Featured

Principal, Rapps & Associates, PLLC ➤ As an ExitMap Advisor, Michael Rapps will help you examine your options for the transfer of your business. Developing...

  • Professional Class: Attorney, Exit Planner, Financial Planner

 Professional ExitMap Advisor /  USA: New York - Long Island Area

Financial Representative, Wealth Design Group ➤ As an ExitMap Advisor, Mr. Michael Ringel, CPA, RICP, CDFA, CExP, will help you examine your options for the...

  • Professional Class: Exit Planner

 Professional ExitMap Advisor /  USA: New Jersey - Red Bank Area

Vice President & Investment Officer, Fiduciary Trust Company ➤ As Vice President for Fiduciary Trust Company , Michael Stephens helps individuals and families identify and...

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Planner /  USA: Massachusetts - Boston Area / Featured

Principal, Business Value Strategies ➤  Mike’s background includes over 20 years in a C-Suite Executive position in various industries domestically, along with 4 years of...

  • Professional Class: Business Consultant, Exit Planner

 Professional ExitMap Planner /  USA: North Carolina - Raleigh Area / Featured

Financial Advisor, Sales Director, OneIndiana Financial Group ➤ As an ExitMap Advisor, Nicole Tate will help you examine your options for the transfer of your...

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Advisor /  USA: Indiana - Indianapolis Area

President, ENNIS Legacy Partners | ExitReadiness.com ➤  With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of...

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Planner /  USA: Maryland - Gaithersburg Area / Featured

Managing Partner, Wealth Manager, Beacon Retirement Planning Group, Inc. ➤ Patrick Jenkins is the Managing Partner at Wealth Advocates. He has extensive experience leading, analyzing...

  • Professional Class: Exit Planner

 Professional ExitMap Planner / Featured

President, Signature America Wealth Management ➤  As an ExitMap Advisor, Paul Kalra will help you examine your options for the transfer of your business. Developing...

  • Professional Class: Financial Planner

 Professional ExitMap Advisor /  USA: California - Los Angeles Area

Founder & Principal, Portfolio Manager, Principal, Cypress Wealth Management ➤  PAUL THIELS, AIF®, CPWA®, CEPA has developed a network of close working relationships with a...

  • Professional Class: Wealth Advisor

 Professional ExitMap Planner /  USA: Louisiana - New Orleans Area / Featured

President, Stony Hill Advisors ➤  Selling businesses is what Paul does best. He is able to bring his experience in B2B and B2C markets, with...

  • Professional Class: Business Broker, Business Consultant

 Professional ExitMap Planner /  USA: Connecticut - Stamford Area / Featured

Certified Exit Planner, NW Exit Planning LLC ➤  Peter Williamson founded NW Exit Planning because he’s passionate about helping business owners win the endgame of...

  • Professional Class: Executive Coach, Business Consultant, Exit Planner, Valuations

 Professional ExitMap Planner /  USA: Washington / Featured

President, Richard Brothers Financial Advisors ➤ Randall "Randy" Richard, CEPA, manages the firm’s investments and portfolio allocations and selection of institutional products. He is an...

  • Professional Class: Exit Planner, Insurance

 Professional ExitMap Planner /  USA: Maine - Portland Area / Featured

The Exit Strategy Coach ➤ I advise and coach business owners through the process of maximizing the value of their business so when the time...

  • Professional Class: Business Consultant

 Professional ExitMap Planner /  USA: North Carolina - Wilmington Area / Featured

Founder & Managing Principal, CCO, Brick House Strategic Wealth ➤ Rob Macaulay has worked in the Wealth Advisory profession for over 30 years. He has...

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Planner /  USA: Pennsylvania - Philadelphia Area / Featured

President, The ROC Group ➤ Bob has a passion to help people and businesses. He utilizes his 27 years of industry and 9 years of...

  • Professional Class: Executive Coach

 Professional ExitMap Planner /  USA: Wisconsin - Eau Claire Area / Featured

Strategic Consultant, Archford Capital Strategies ➤ Ronda Sauget, DMgt, M.B.A, serves as a Strategic Consultant for Archford Capital Strategies. In this role, she provides clients...

  • Professional Class: Business Consultant

 Professional ExitMap Planner /  USA: Illinois - St. Louis metropolitan Area / Featured

President, South Florida M&A Advisors ➤ As an ExitMap Advisor, Russell Cohen will help you examine your options for the transfer of your business. Developing...

  • Professional Class: Business Broker

 Professional ExitMap Advisor /  USA: Florida - Miami Area

Client Specialist, The Trust Company of Tennessee ➤ As a Client Specialist for The Trust Company of Tennessee, Sam has a passion for advising that...

  • Professional Class: Accountant

 Professional ExitMap Planner /  USA: Tennessee - Knoxville Area / Featured

Value Creation Advisor, ascendBIZ2 ➤  Scott Barth is a passionate consultant/advisor/entrepreneur, who has helped 200+ owner-managed companies, in 42 different industries, since 2003, using his...

  • Professional Class: Business Consultant, Exit Planner

 Professional ExitMap Planner /  USA: Colorado - Denver Area / Featured

President & COO, Portfolio Manager, Principal, Century Management Financial Advisors ➤  Scott Van Den Berg, CFP, AIF, CEPA started his career in real estate, then...

  • Professional Class: Financial Planner, Wealth Advisor

 Professional ExitMap Planner /  USA: Texas - Austin Area / Featured

Wealth Advisor & Partner, FPA Wealth Management ➤  FPA Wealth Management has built a goal-driven and planning-focused model for helping clients. This model emphasizes the...

  • Professional Class: Exit Planner, Financial Planner, Wealth Advisor

 Professional ExitMap Planner /  USA: Pennsylvania - Philadelphia Area / Featured

Senior Vice President, The Trust Company of Tennessee ➤  Sheryl brings 30 year of professional experience in investment management, business advisory, strategic planning and financial...

  • Professional Class: Business Consultant, Exit Planner

 Professional ExitMap Planner /  USA: Tennessee - Knoxville Area / Featured

President, Duke Business Advisors ➤ As the President of Duke Business Advisors, Steve Duke works with businesses from early-stage to exit. Consequently, he sees what...

  • Professional Class: Business Broker, Business Consultant

 Professional ExitMap Planner /  USA: North Carolina - Charlotte Area / Featured

Director of Client Success, PAX Financial Group LLC ➤ Steve Manuel, CFP, RICP, is an action-oriented, strategic, customer-focused personal financial planning and wealth management executive....

  • Professional Class: Financial Planner

 Professional ExitMap Planner /  USA: Texas - San Antonio Area / Featured

President, Beacon Retirement Planning Group, Inc. ➤ Steven A. Conte is President of Planning Group, Inc., and has 32 years of experience in corporate America,...

  • Professional Class: Wealth Advisor

 Professional ExitMap Planner /  USA: Florida - Orlando Area / Featured

President, Transworld Business Advisors of Naperville ➤ As President of Transworld Business Advisors, Steven Eschbach helps his clients buy and sell businesses every day, ensuring...

  • Professional Class: Business Broker

 Professional ExitMap Planner /  USA: Illinois - Chicago Area / Featured

Co-Founder, President and Senior Wealth Advisor, Zeller Kern Wealth Advisors ➤  Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Business Exit Planner, Accredited investment...

  • Professional Class: Exit Planner, Financial Planner, Wealth Advisor

 Professional ExitMap Planner /  USA: California - Sacramento Area / Featured

Founder and President, Family Business Legacies, LLC ➤  T. Ray Phillips specializes in Business Continuation, Owner Exit Objectives, Leadership Succession and Wealth Transfer Planning for...

  • Professional Class: Business Consultant, Exit Planner

 Professional ExitMap Planner /  USA: Indiana - Indianapolis Area / Featured

Founder and Managing Broker, LA Business Pros ➤  Tawnya Gilreath has a very diverse background and is passionate about helping business owners successfully move on...

  • Professional Class: Attorney, Business Broker, Exit Planner

 Professional ExitMap Planner /  USA: California - Palm Desert Area / Featured

President, Exodus Complink Tom Jordan helps business owners leave their companies in their own time, with complete control and maximum value. He helps in building transferable...

  • Professional Class: Executive Coach, Business Consultant, Exit Planner, Valuations

 Professional ExitMap Planner /  USA: Texas - San Antonio Area / Featured

Principal, Boyer & Ritter LLCs ➤ Thomas "Tom" Taricani, ABV, CEPA, CPA, CVA chairs the firm's Valuation Advisory Services practice and provides audit, accounting, tax,...

  • Professional Class: Accountant, Exit Planner, Valuations

 Professional ExitMap Planner /  USA: Pennsylvania - State College Area / Featured

CEO, Savvy Business Brokers ➤ TJ Sainsbury, CEPA, is a business broker with the knowledge, experience, and tools to transfer business ownership successfully. He works...

  • Professional Class: Business Broker, Exit Planner

 Professional ExitMap Planner /  USA: Wisconsin - Madison Area / Featured

Financial Advisor, Sagamore Advisors of Raymond James ➤ As an ExitMap Advisor, Tony Iacobucci will help you examine your options for the transfer of your...

  • Professional Class: Accountant, Exit Planner, Financial Planner

 Professional ExitMap Advisor /  USA: Indiana - Indianapolis Area

Senior Associate, Valent Wealth, LLC ➤  Vince has 38 years of experience providing services in four key areas: Estate Planning and Exit Planning for owners...

  • Professional Class: Exit Planner, Wealth Advisor

 Professional ExitMap Planner /  USA: Nevada - Las Vegas Area / Featured

Certified Business Broker, Realtor, Dream Business Brokers ➤  As an ExitMap Advisor, Vinil Ramchandran will help you examine your options for the transfer of your...

  • Professional Class: Business Broker

 Professional ExitMap Advisor /  USA: California - Los Angeles Area

President & Founder, C2 Wealth Strategies ➤ As an ExitMap Advisor, Wesley Coody will help you examine your options for the transfer of your business....

  • Professional Class: Exit Planner, Wealth Advisor

 Professional ExitMap Advisor /  USA: Alabama - Mobile Area

President, Peer Group Advisors, Inc. ➤ Will Shain is a certified executive business coach and advisor for Peer Group Advisors, Inc., a private consulting firm...

  • Professional Class: Executive Coach, Business Consultant

 Professional ExitMap Planner /  USA: Massachusetts - Plymouth Area / Featured

Special Agent, Opes One Advisors ➤  As an ExitMap Advisor, William Toay will help you examine your options for the transfer of your business. Developing...

  • Professional Class: Business Consultant

 Professional ExitMap Advisor /  USA: Oklahoma