DIANNE KELLEY

With nearly five decades of experience helping individuals and business owners protect and grow their wealth, Dianne Kelley has dedicated her career to bridging the critical gap between insurance planning and exit strategy. As the founder and CEO of Sandbrook Benefits Group, LLC and FreshVue Business Solutions, LLC, Dianne empowers business owners—particularly in the construction and technology sectors—to strategically prepare for the final season of their business: the exit. Dianne began her career in the life insurance industry in March 1978, representing several major insurance companies and quickly earning a reputation for integrity, compassion, and results.

In 2005, she established Sandbrook Benefits Group, LLC, offering tailored life, disability, and long-term care insurance solutions for individuals and companies. In 2023, she earned her Certified Exit Planning Advisor (CEPA) credential through the Exit Planning Institute (EPI), formalizing her commitment to helping business owners navigate the complex and emotional process of transitioning their business — whether by sale, succession, or unforeseen circumstances. Through her signature program, FreshVue Business Solutions, Dianne integrates the Value Builder System™, a proven methodology for increasing the value, stability, and attractiveness of a business. Her holistic approach ensures that exit planning is not a one-time event but an intentional process that aligns business, personal, and financial goals. Drawing on her deep expertise in insurance and financial planning, Dianne also emphasizes a vital yet often overlooked component of exit planning — risk protection. She educates business owners and their advisors on how to safeguard the business from catastrophic loss through key person life insurance, funded buy-sell agreements, disability coverage, business overhead expense insurance, and long-term care planning. These foundational protections not only preserve the business’s value but also provide stability during transitions caused by what Dianne calls the Five D’s: Death, Disability, Divorce, Disagreement, and Disaster. Dianne’s affiliation with Valoram Resources further enhances her clients’ access to advanced financial strategies designed to reduce debt, grow wealth, increase liquidity, and maximize tax efficiency—all essential to ensuring a successful and profitable exit. Having worked almost exclusively with business owners for most of her career, Dianne understands that many are consumed by the day-to-day demands of running their companies and often neglect critical areas like succession, contingency, and continuity planning. Her message to them is clear and urgent: “Someday you will exit your business—voluntarily or involuntarily. Either way, you need a plan.” Dianne’s mission is to help business owners protect what they’ve built, prepare for every possible outcome, and achieve a graceful, profitable, and purpose-driven exit that preserves their legacy for generations to come.

With nearly five decades of experience helping individuals and business owners protect and grow their wealth, Dianne Kelley has dedicated her career to bridging the critical gap between insurance planning and exit strategy. As the founder and CEO of Sandbrook Benefits Group, LLC and FreshVue Business Solutions, LLC, Dianne empowers business owners—particularly in the construction and technology sectors—to strategically prepare for the final season of their business: the exit. Dianne began her career in the life insurance industry in March 1978, representing several major insurance companies and quickly earning a reputation for integrity, compassion, and results.

In 2005, she established Sandbrook Benefits Group, LLC, offering tailored life, disability, and long-term care insurance solutions for individuals and companies. In 2023, she earned her Certified Exit Planning Advisor (CEPA) credential through the Exit Planning Institute (EPI), formalizing her commitment to helping business owners navigate the complex and emotional process of transitioning their business — whether by sale, succession, or unforeseen circumstances. Through her signature program, FreshVue Business Solutions, Dianne integrates the Value Builder System™, a proven methodology for increasing the value, stability, and attractiveness of a business. Her holistic approach ensures that exit planning is not a one-time event but an intentional process that aligns business, personal, and financial goals. Drawing on her deep expertise in insurance and financial planning, Dianne also emphasizes a vital yet often overlooked component of exit planning — risk protection. She educates business owners and their advisors on how to safeguard the business from catastrophic loss through key person life insurance, funded buy-sell agreements, disability coverage, business overhead expense insurance, and long-term care planning. These foundational protections not only preserve the business’s value but also provide stability during transitions caused by what Dianne calls the Five D’s: Death, Disability, Divorce, Disagreement, and Disaster. Dianne’s affiliation with Valoram Resources further enhances her clients’ access to advanced financial strategies designed to reduce debt, grow wealth, increase liquidity, and maximize tax efficiency—all essential to ensuring a successful and profitable exit. Having worked almost exclusively with business owners for most of her career, Dianne understands that many are consumed by the day-to-day demands of running their companies and often neglect critical areas like succession, contingency, and continuity planning. Her message to them is clear and urgent: “Someday you will exit your business—voluntarily or involuntarily. Either way, you need a plan.” Dianne’s mission is to help business owners protect what they’ve built, prepare for every possible outcome, and achieve a graceful, profitable, and purpose-driven exit that preserves their legacy for generations to come.