TOM POLTERSDORF

Beyond Your Exit Wealth Management

As a Certified Exit Planning Advisor (CEPA), I am equipped with the training, skills, and tools needed to strengthen my relationship with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

  • Advisor Type: Wealth Manager
  • Website:
    https://beyondyourexitwm.com/
  • Phone: (717) 937-1612
  • Email:
    tom@beyondyourexitwm.com
  • City: Lebanon
  • State: Pennsylvania
  • Postal Code: 17046
  • Country: United States
  • Designations: CEPA, CFP-2

Featured Resources

2022 Colorado State of Owner Readiness Quick Look Brochure
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Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..
2022 Colorado State of Owner Readiness Report
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UBS Approved Content

2022 Colorado State of Owner Readiness Report

Download the 2022 Colorado State of Owner Readiness Report to see where Col..
5-4-3-2-1 Whitepaper
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5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into..
5-4-3-2-1 Whitepaper
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Whitepaper

5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..
A Look Inside The Unique World of - Value Creation Whitepaper
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Whitepaper
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A Look Inside The Unique World of - Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..
A Look Into Pressure Solutions Inc.: An Exit Planning Case Study
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Case Study

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Download the sample case study to use with business owner clients or in wor..
Access My Courses
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Courses

Access My Courses

Navigate to your purchased EPI Academy content.
Case Study: A Framework to Build Value
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Case Study: A Framework to Build Value

A Case Study on How to Apply the Value Acceleration Methodology in your Bus..
Case Study: A Framework To Build Value In Your Business
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Case Study

Case Study: A Framework To Build Value In Your Business

A Case Study on how to apply the Value Acceleration Methodology in your bus..
Case Study: How to Strategically Build Transferrable Value
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Case Study: How to Strategically Build Transferrable Value

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..
Case Study: How to Strategically Build Transferrable Value
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Case Study

Case Study: How to Strategically Build Transferrable Value

Learn how the Five Stages of Value Maturity impact the growth and ultimate ..
Case Study: Human Capital, The Exit Planning Institute
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Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute Focused on Improving Their Human Capital
Case Study: Human Capital, The Exit Planning Institute
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Case Study

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.
Case Study: The Value of Transitioning a Business to its Employees
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Case Study: The Value of Transitioning a Business to its Employees

Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative..
Case Study: The Value of Transitioning a Business to its Employees
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Case Study

Case Study: The Value of Transitioning a Business to its Employees

A case study to help owner's determine the best course of action for their ..
Case Study: Value Acceleration
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Case Study
UBS Approved Content

Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..
Decentralizing the Business Owner
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Infographic

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..
Decentralizing the Business Owner
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Infographic
UBS Approved Content

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..
First Steps
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First Steps

The first steps after earning your CEPA designation.
Five Stages of Value Maturity Infographic
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Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity
Five Stages of Value Maturity Infographic
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Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity
From Successful to Significant Whitepaper
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Whitepaper

From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..
Infographic: Decentralizing the Business Owner
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Infographic

Infographic: Decentralizing the Business Owner

See the importance of decentralizing the owner and ensuring the business ru..
Infographic: Five Stages of Value Maturity
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Infographic

Infographic: Five Stages of Value Maturity

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..
Infographic: The 5 D's
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Infographic
Merrill Approved Content
MassMutual Approved Content

Infographic: The 5 D's

Educate an owner on the ways they may be forced out of their business due t..
Infographic: Who Has a Seat at the Table
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Infographic

Infographic: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..
Intangible Capitals Make Or Break Your Business Whitepaper
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Whitepaper
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Intangible Capitals Make Or Break Your Business Whitepaper

A variety of experts share how Intangible Capitals can be strengthened to i..
Successful to Significant Whitepaper
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Whitepaper
UBS Approved Content

Successful to Significant Whitepaper

The framework for a high value business transition.
The Impact of Unplanned Consequences on Business Value Whitepaper
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Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

Learn how professional advisors help mitigate the risks associates with the..
The Value Acceleration Methodology
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Infographic
Securian Approved Content
UBS Approved Content
Merrill Approved Content
MassMutual Approved Content

The Value Acceleration Methodology

Download to utilize in your exit planning education or training with owners..
The Value Acceleration Methodology Infographic
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Infographic

The Value Acceleration Methodology Infographic

Download to utilize in your exit planning education or training with owners..
Understanding Your Business Value Whitepaper
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Understanding Your Business Value Whitepaper

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..
Understanding Your Business Value Whitepaper
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Whitepaper

Understanding Your Business Value Whitepaper

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..
Walking You Through the Perfect Exit Whitepaper
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Whitepaper

Walking You Through the Perfect Exit Whitepaper

We dive deep into the importance of personal planning and uncovering your p..
Who Has a Seat at the Table Infographic
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Infographic

Who Has a Seat at the Table Infographic

Understand the key members on your exit planning team and the roles they pl..