Exit planning isn’t just a plan. It’s a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on their terms when they are ready. It aligns the business, personal, and financial needs of the owner.
Summit’s team of Certified Exit Planning Advisors (CEPA®s) educates the owner on all their exit options. The exit planning process truly serves the business owner’s diverse needs. We collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner, and use each other’s specialties and expertise to the benefit of the project.