As a Certified Exit Planning Advisor (CEPA) with Edward Jones, I specialize in helping business owners build, protect, and maximize the value of their business in preparation for a successful exit. Whether planning for succession, a sale, or transition, I guide owners through a strategic process based on the core principles of exit planning: maximizing business value, minimizing risk, and aligning personal and financial goals.

By taking a proactive, value-driven approach, I help business owners plan with clarity and confidence, ensuring they are fully prepared for the next phase—on their terms.

Let’s start the conversation about your exit strategy today.