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Exit Planning and Creating Value for your Business

We show you how to add value to your business to operate as “Best In Class” in your industry. This increases profits/cash flow while increasing the business value for a future sale.

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Increase the Value of Your Business Regardless of When You Want to Get Out

Scott Walley CPA is also a Certified Exit Planning Advisor (CEPA). He is well-versed in the complexities of getting a business ready to sell. We develop personalized strategies to maximize the value of your business. Even if you are not planning to leave in the near future, your business will operate smoothly and more profitably until you are ready.

 

Secure Your Financial Future with Strategic Exit Planning

Be sure your business is ready to sell at any time. Someone could make an offer to buy your business tomorrow. Is your business ready to sell for the maximum price?

Adding Business Value:

Through a comprehensive review of your current business and personal situation, areas where value can be added are identified.

Goals and Dreams:

We work with you to identify your personal and business goals and ensure they support each other. Your business goals should help you achieve your personal dreams and goals. Do you want to exit sooner than later? Do you want to sell the business or pass it down to a family member?

Adding Business Value:

Through a comprehensive review of your current business and personal situation, areas where value can be added are identified.

Goals and Dreams:

We work with you to identify your personal and business goals and ensure they support each other. Your business goals should help you achieve your personal dreams and goals. Do you want to exit sooner than later? Do you want to sell the business or pass it down to a family member?

Personalized Roadmap to Success:

We consider your value-adding opportunities and your goals to create an actionable plan to get you to where you want to be.

Having the Right Team:

Scott Walley CPA is the expert to quarterback a team of professionals to ensure your business, personal, estate, tax, and other strategies are all in order. This team can include your attorney, banker, insurance agent, etc.

Personalized Roadmap to Success:

We consider your value-adding opportunities and your goals to create an actionable plan to get you to where you want to be.

Having the Right Team:

Scott Walley CPA is the expert to quarterback a team of professionals to ensure your business, personal, estate, tax, and other strategies are all in order. This team can include your attorney, banker, insurance agent, etc.

Take Advantage of all Opportunities to Increase the Value of Your Business

Overwhelmed by creating an exit plan to increase the value of your business? You don’t have to face the challenges alone. As exit planning and value-building experts, we have in-depth knowledge. We help you navigate the complex exit environment, ensuring your business is one that operates at its peak and has maximum value.
BOOK A FREE CONSULTATION

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Book a Free Consultation

We’ll get to know you and your business and ensure we are a good fit for each other. You will learn more about what services we can provide to help you.

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Discovery

Identify your current Valuation and Assess your Personal, Financial, and Business Goals.

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Prepare the Plan

Prepare the master plan to achieve business and personal goals. Focus on what you can do now.

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Decide

Periodic review, do you want to sell or grow? Identify the next steps from the master plan.

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Thrive with Expert Advisory

Let’s pave the path to exit and valuation success and make the most of your opportunities.

Contact Us

Have a question about our services? Leave us a message and we’ll get back to you.
Contact Us

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Strategic Financial Planning and Analysis

Exit Planning and Compliance

Business Consulting and Advisory

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