About

To buck the trend of 93% of business owners exiting their business without a plan, I developed an EO4 Framework that is a proven solution for business owners to exit on their terms.

Simply put, I will help you exit:

  • With the right hand-over plan
  • With less tax obligations
  • And more wealth to pass on

The time to plan for your business exit is now so you can take advantage of the nearly $900,000 available capital gains exemption or the opportunity to determine your tax liability today.  You will be well positioned to walk away with the price you are asking and within the time-frame you desire. 

Our EO4 Framework Solution helps business owners like you develop, implement and navigate an effective road-map to realize the sale or transfer of their business. These include:   

  1. Business Health Assessment 
  2. Tax Planning and Assets Protection
  3. Business Improvement 
  4. Due Diligence Preparation

If you want to buck the trend and be counted among the successful business owners who exit with an iron clad plan, I invite you to a 30-minute no obligation consultation.