For Advisors

Exit Decisions can assist advisors to family business owners on the critical and often uncomfortable conversations about current and future ownership. Even family businesses will have an “exit”, hopefully it is a planned and managed event with everyone’s best interest in line while protecting the wealth and legacy of both the business and the family.

We can act as your “outsourced” Exit Advisor to work with you and your clients (or prospects) one on one in an educational, open dialogue setting.

Advisors we frequently help:

  • Trust Companies
  • Wealth Managers and Financial Planners
  • Attorneys and CPAs
  • Management consultants and trainers

Ways we can help:

  • 1 on 1 Ownership Strategy Sessions
  • Family Business Assessment
  • Transition Readiness and Value Builder Assessment
  • Family Transition Facilitation
  • Educational Workshops (1/2 and full day)


For more information about how we can work together, please contact us.