Every Single Business Owner Will Leave
His or Her Business Someday…
Whether Voluntarily or Not!
75% Would Exit Today if Their Financial Security Were Assured.
100% of Business Owners Will Leave Their Businesses, Whether Planned or Otherwise.
For many business owners, navigating the exit of a business is likely to be the largest, most critical transaction of their professional life. It's typically a once in a lifetime event.
Learn How to Unlock, Harvest & Preserve Your Wealth
50% of All Exits are Involuntary
We can articulate the benefits of being exit ready,
even if you are not ready to sell!
You are prepared to transition your business if you…
Have completed a strategic analysis business valuation and personal, financial and business assessment
This information is critical to a successful exit
You have a written transition plan
How will it all work?
You have a wealth management plan
Income well into the future
At NEEPA, we help the business owner transition from turning a business’s profits,
losses and revenues into an investment portfolio.