Hey Business Owners, It’s Time To Ask Yourself
What’s My Exit Plan?
If you’re like most business owners, you have a rough idea, a hope for selling your business when the time is right. But will you be prepared when that time comes? Take our evaluation to find out.
Exit Planning Makes Hope a Reality
Business owners are often so focused on day-to-day activities that they overlook their own needs for the future and push off retirement or succession. They are relying on hope that their hard work will pay out when the time is right. But the time is never right. Business owners who take the time to plan an exit strategy, steer their business towards their goals, solidify their hard work, and gain the future they hope for.
Don’t miss out on your future.
With An Exit Plan You Will
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Validate Your Hope
Let’s get Your hopes and goals on paper and map out the necessary steps to make it happen.
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Maximize Your Business Value
The Certified Exit Planning Process will help analyze and guide you through the steps for optimizing your business value and potential sale.
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Get Excited About Your Future
With our retirement and estate planning strategies, you can retire comfortably and securely. Then eventually pass your wealth on to your heirs in a tax efficient manner.
My name is Charles Grotyohann, IV, CFP®, CExP™, I understand that you want to be a business owner who is confident you’ll find the right buyer and receive the maximum price for the sale of your business when you want to sell.
In order to do that, you need an exit plan that you can rely on.
The problem is we often get so focused on the day-to-day activities that our exit strategy becomes just a hope. Without a plan for the future the stress increases the longer it drags on. I believe your hard work and dedication deserve less stress and a more reliable future.
Let’s talk about how to make your hope a reality.
“Charles is trustworthy and honest. In the last three years, we’ve worked together to create a plan for me to retire and sell my business and all has been moving forward according to plan. I plan to retire next year and feel comfortable with that.” - Dr. Alex Cojocar
"I appreciate working with Charles, he is very conscientious and organized. He does his job well. He has moved me forward to a stronger financial position." - Denise Current, Business Owner
How It Works
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Define Your Goals
When we meet for the first time we’ll look at where you are and where you want to go to determine where your plan needs to be optimized.
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Create a Plan
Based on your goals, I’ll help you create a plan that will get you where you want to go.
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Bring The Dream Team Together
We’ll work to bring your team together to optimize the strategies across disciplines with your existing team or recommend professionals to help in areas you might need.
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Get the Maximum Sales Price for Your Business
When you are ready to sell, I’ll help you get the maximum sales price and net proceeds for your business
My Commitment To You
Most business owners hope they can get the maximum for their business when they are ready to sell. In order to do that, I help you create an exit plan that builds confidence and keeps you in control. If you are relying on hope for your future, it’s time to get more concrete with your planning.
Take The Exit Plan Assessment Today
We’ll send you an Exit Plan Assessment so you can gain insights about your exit plan and validate if it will truly help you get where you want to go.
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