Financial Guidance for Business Owners — With Strategy, Exit, and Peace of Mind
As a business owner, your personal and professional lives are deeply intertwined—and so is your financial future. That’s where I come in. As a Certified Exit Planning Advisor (CEPA), I specialize in helping founders, partners, and entrepreneurs like you build wealth today while preparing for a financially sound exit tomorrow.
Whether you’re planning to sell, scale, or simply step back, I’ll help you craft a transition strategy that’s tax-smart, values-driven, and supports your life beyond the business.
We serve:
• Business owners nearing retirement who want to clarify their exit options and turn business wealth into personal financial security
• Family business owners navigating succession with both legacy and relationships in mind
• Solopreneurs who wear all the hats and want to ensure their personal and business finances are working together
• Entrepreneurs planning their next chapter and looking to build lasting personal wealth
• Business partners who need a unified plan for growth, succession, or an eventual exit that protects everyone’s interests
What I Offer Business Owner Clients:
I provide holistic, judgment-free financial planning tailored to every stage of your entrepreneurial journey. Services include:
• Exit planning that helps you unlock your business’s value and prepare for life after ownership
• Retirement strategies designed for business owners who don’t fit the traditional mold
• Wealth management to build your nest egg beyond the business
• Business succession strategies including internal transitions, family transfers, or third-party sales
• Tax-efficient saving and income strategies to potentially help you keep more of what you earn
• Insurance planning to protect your business, your family, and your future
• Coordination with your CPA, attorney, and trusted professionals to keep your plan aligned
Why Business Owners Choose Me:
• I understand the unique challenges of building a business while planning for the future—and I bring both empathy and strategy to the table
• I speak fluent finance and business owner—so you’re never left translating jargon
• My CEPA designation means I bring a structured approach to exit planning—no guesswork, no chaos
• I know that exiting a business is emotional as well as financial—and I help you plan with both in mind
Strategic. Personal. Prepared.
At Elevate Wealth Advisors, you won’t get a cookie-cutter solution or a hard sell. You’ll get a plan that’s aligned with your goals, your values, and your vision for what comes next.
Schedule your complimentary clarity session today—and let’s build a future as intentional as the business you’ve built.