Exit Planning Tools for Business Owners

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Authors, Collaborators and Contributors

Special thanks to the Professional Advisors who have contributed content to our Exit Planning blog.

Exit planning is the process of developing a business owner’s strategy for what may be the biggest financial transaction of his or her life…the transfer of the business. In every case, it involves tax, legal, financial, operational and risk management expertise. Our contributors are Coaches, Consultants, Accountants, Estate Attorneys, Wealth Managers, Business Brokers and Insurance Brokers. Please feel free to check out their recent articles.
 
 

Recent Articles posted by Pat Ennis

Authors, Contributors and Collaborators

Mark Ahern, CVA, CEPA

Founder & CEO, AMP Business Valuations

Brett Andrews, CWS, CExP, CEPA

President, Fortress Business Advisory

Kerry Boulton, CEPA

CEO, The Exit Strategy Group

Amit Chandel, CPA, CTP, CExP

President, S.W.A.T. Advisors
Chris Cimaglio Head Shot
Chris Cimaglio, CEPA, CVBA

Managing Partner, PivotPoint Business Solutions

John F. Dini, CMBA, CExP, CEPA

President, MPN Incorporated

Steven Douglas
Director, Porte Brown LLC

Pat Ennis, CExP, CFP, CAP

President and Founder, ENNIS Legacy Partners

Joe Gitto, CEPA​

Managing Member, Blue Sky Exit Planning Services

Jan Graybill, CFP, CLU, ChFC, MSFS, CEPA​

Managing Partner and CEO, Legacy Planning Partners

Mark C. Hegstrom, AIF, CEPA, CPFA​

Certified Exit Planning Advisor, Business Owner Succession Strategies (BOSS)

Todd Jarvis

Owner, Jarvis Legacy

David Jean, CExP, CPA, CCIFP

Principal, Altus Exit Strategies, LLC

Michael Jones, CFP, CEPA

President, Ataraxia Advisory Services, LLC

John Kohler, CPA, CEPA

Senior Tax Manager, Schneider Downs & Co. Inc.

Jay McDowell, MBA, CExP

President, Exit Plan of Orange County

Corby Megorden, CCEA, CEPA

Principal, ENNIS Legacy Partners

Mary Richter, CPA

Tax Shareholder, Schneider Downs & Co. Inc.

Steven Zeller, CFP, AIF, CExP

President, Zeller Kern Wealth Advisors