Put Your Future on Your Own Timeline and Terms.
Empowering owners of privately held businesses to actualize their most meaningful futures by demystifying exit planning in the present.
Bona Fide.
Whether you founded, bought, or inherited your company, it’s FAR too meaningful to have anything less than the most committed advisory team navigate your way forward.
Owner Centric.
Our client is you as the owner- not the business. We exist to help you thrive in the personal, business, and financial elements of your life. The work we do on the business is only actionable when understood within that framework for each unique owner.
Servant Leadership.
Successful business owners don’t “need” us - they are where they are for a reason. We help owners of closely held businesses to make the decisions in their best interests that they wouldn’t have made without the work we do.
Exit planning is the process of creating clarity around what kind of future you find meaningful in the personal, business, and financial aspects of your life, making a blueprint to achieve it, and then managing the interrelated decisions overtime in each category to bring control of your future into your own timeline and terms.
The Value Acceleration Methodology™ is simply good business strategy. It brings the future into the present so you can do something about it now. It is the system that drives transferable value in a business through strong human, structural, customer, and social capital. The future of you, your family, and your business are addressed through creating value today- putting the method and timing of your exit within your control.
Meet the Team
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ERIC COOPER, CEPA
Founder | Managing Partner
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TIM LEGERE
Senior Partner
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NICK CARBONE, CEPA
Partner | Business Strategy
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““An Exit Planner is the defender of an owner’s objectives. He or she coordinates the efforts of other professionals so that they complement each other.””