Do you have a plan to inevitably transition from your business?

  • 85% of all small business owners do not have a exit plan, a wealth management plan, and/or an advisory team to assist them.
  • Very few start the process early enough to achieve maximum benefit. It often takes 3-5 years to fully execute and exit from your business, and sometimes longer when you transfer to family or managers
  • Exit planning takes a team of professional that includes legal, estate, tax, wealth planning & business intermediary professionals
  • CenterPoint Business Advisors are credentialed exit planning professionals where we bring the gold standard in tools and planning to help you accomplish your goals and to create an exit plan that effectively coordinates the input from your other advisors. We make it easy and scale these services to the time and task


Contact us and talk about ways we can help you understand and maximize the value of your business