Choose an Advisor from the listings below to
complete your FREE Assessment.
ExitMap Professionals (click an option)
- 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
Can’t choose an Advisor? Complete the Assessment here and we will refer you to a qualified ExitMap professional.
Enter ANY keyword search term, select your Location or choose Professional Classes from the list below.
Choose your Planner for more details and to complete your free Assessment.
Planners utilize the complete suite of ExitMap® tools including our 90-day rapid coaching process.
Senior Manager Business Consulting, ATB Financial ➤ As an ExitMap Advisor, Alyssa Dewar will help you examine your options for the transfer of your business....
- Professional Class: Business Consultant
Professional ExitMap Planner / Canada: Alberta / Featured
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, 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
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
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
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
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
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
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
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
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
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, 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
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
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
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
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
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
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
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
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
Professional ExitMap Advisors
Choose your Advisor for more details and to complete your free Assessment.
Advisors utilize ExitMap® in their practice in conjunction with their specific advisory training.
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
President, Entwistle Planning ➤ As an ExitMap Advisor, Bill Entwistle will help you examine your options for the transfer of your business. Developing a plan...
- Professional Class: Business Consultant
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
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
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
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
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 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
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 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
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
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, 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
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, 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
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
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
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
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
ExitMap Affiliates
Affiliates utilize ExitMap® in their practice.
CALIFORNIA
Founder/Owner, Keith Eck Financial
9915 Mira Mesa Blvd #110 San Diego, CA 92131
keck@psfin.com | (858) 731-3115
President, James L. Wisdom Financial & Insurance Services
4607 Lakeview Canyon Road #482 Westlake Village, CA 91361
jim@jlwfinancial.com | (805) 497-9264
President, Income Design, Inc.
1229 W Bullard Avenue #154 Fresno, CA 93711
alcarlson@reagan.com | (559) 696-6992
President, Focus CPA Group, Inc.
3000 E Birch Street #103 Brea, CA 92821
achandel@focuscpa.com | (562) 281-1040
FLORIDA
President, LRA Consulting
9024 Terra Nova Drive Naples, FL 34109
lamon6@comcast.net | (239) 272-0549
Owner/Principal, Covenant Business Planning Solutions
14368 Palmer Avenue Port Charlotte, FL 33953
jeff.frankhouser@yahoo.com | (941) 303-0397
GEORGIA
President, The Alternative Board – Atlanta East
1662 Crossway Drive Atlanta, GA 30319
buddy@tabatlantaeast.com | (770) 633-6078
IDAHO
Managing Partner, The Alternative Board
272 SW 5th Avenue, Suite 400 Meridian, ID 83642
cacopardo23@gmail.com | (208) 859-0620
Business Intermediary, Murphy Business & Financial Services, Inc.
800 W. Main Street #1460 Boise, ID 83702
business@sheilaspangler.com | (208) 286-2300
ILLINOIS
Facilitator, The Alternative Board – Chicago
1844 Forest Avenue Wilmette, IL 60091
bcaris@TABChicago.com | (847) 251-4881
Blackhawk Bank
P.O. Box 522 Roscoe, IL 61073
jreynolds@blackhawkbank.com | (815) 986-7120
INDIANA
Human Capital Advisor, BEST Human Capital & Advisory Group
5809 N Post Road Indianapolis, IN 46216
bmolenda@bhcagroup.com | (317) 870-3176
IOWA
Founder, E3 Strategy Development, LLC
4904 Millbrook Court NE Cedar Rapids, IA 52411
dan@e3strategydevelopment.com | (888) 511-2539
Founder, American Tax Law Planning
3519 Center Point Road NE Cedar Rapids, IA 52402
bwilley@americantbp.com | (319) 200-6716
KANSAS
MARYLAND
Founder and CEO, Obsidian Business Solutions
2099 Gaither Road, Suite 110 ROckville, MD 20850
patrick.carroll@obsidianplanning.com | (301) 990-4395
MASSACHUSETTS
President, The Alternative Board – Plymouth
406 Billington Street Plymouth, MA 02360
will@tab-plymouth.com | (508) 746-0947
President, Wealth Planning Resources, LLC
460 Totten Pond Road #600 Waltham, MA 02451
john@financialconnector.com | (781) 547-5621
OKLAHOMA
President, Miller Business Consulting
14113 Apache Drive Edmund, OK 73013
amiller@millerbusinessconsulting.com | (405) 202-0967
Principal, Corporate Performance Group
5314 S Yale Ave #400 Tulsa, OK 74135
johnbethel@corporateperformancegroup.com | (918) 492-1100
Principal, Corporate Performance Group
5314 S Yale Ave #400 Tulsa, OK 74135
chriswhite@corporateperformancegroup.com | (918) 492-1100
PENNSYLVANIA
Shareholder, Cottrill Arbutina
328 Maplewood Drive McMurray, PA 15317
jellsworth@cotrillarbutina.com | (724) 683-3434
SOUTH CAROLINA
Chairman and CEO, Pether Investments, Inc./TAB Low Country
P.O. Box 3551 Bluffton, SC 29910
peter@tab-lowcountry.com | (843) 295-9999
VIRGINIA
President/Owner, LeaderConnect Consulting
5628 Freewill Lane Virginia Beach, VA 23464
bernd@leaderconnectconsulting.com | (757) 606-9966
President, TAB – Stafford
14 Cathedral Lane Stafford, VA 22554
rob@tabstafford.com | (540) 602-5454
WISCONSIN
Janesville Market President, Blackhawk Bank
2525 Milton Avenue Janesville, WI, 53545
pwhitehead@blackhawkbank.com | (800) 209-2616 x3503
CANADA
President, The Alternative Board – GTA East
926 Mount Pleasant Road, Toronto, Contario, M4P 2L6
richard@Tabgtaeast.com | (647) 797-3407