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Is your plan to grow your business, embark on a new venture, or simply retire? NEXT PHASE will put you on the path to financial security and unlock the wealth in your company. We can help you transfer your business to who you want, when you want, for the cash you want.

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Our NEXT PHASE program follows a proven step-by-step process to design and implement exit strategies that seek to maximize the value of your business while minimizing risk. We coordinate with a team of trusted advisors and create a personal exit strategy based on your timetable. No matter what stage your business is in, we will prepare you for the NEXT PHASE.

What is Exit Planning?

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. It is an established process that creates a written road map, or Exit Plan, involving the efforts of several professionals facilitated and led by a Certified Exit Planner (CExP™) who ensures not only the Plan’s creation but also its timely execution.

Cost Structure

  • Flat Fee (Based on Complexity)
  • Monthly or Quarterly Billing Options

Phase 1



  • Financial Needs Analysis
  • Business Valuation
  • BIG Picture Retirement Plan
  • Business Continuity Instructions
  • Estate Planning

Phase 2

Growing & Protecting Transferable Value


  • Value Driver Planning & Implementation
  • Key Employee Planning
  • Buy-Sell Agreements

Phase 3



  • Family Transfer
  • Transfer to Key Employees
  • Third Party Sale