You’ve built a thriving business, and we specialize in successful exits.

Business owners invest years of hard work, dedication, and energy into building their companies. Their exit deserves a proportionate amount of that effort—carefully planned and executed to protect both their legacy and financial future.

A well-thought-out exit strategy ensures that the time spent building the business translates into a successful and rewarding transition.

Who do we work with?

Exit planning is for business owners looking to transition out of their company—whether through a sale, succession, or retirement.

It involves key stakeholders, including business owners, their families, and advisors (financial, legal, tax).

When Should You Start?

Exit planning should begin well in advance—ideally 3-5 years before you plan to exit.

The earlier you start, the more time you have to address key issues and optimize the value of your business.

Why is Exit Planning Important?

The goal of exit planning is to secure a financially successful and smooth transition out of your business.

It allows owners to maximize the value of their business, minimize risks, and ensure their personal goals are met while maintaining the long-term success of the company.

Where Does Exit Planning Fit into Your Personal Goals?

Exit planning takes place within your business and personal life, involving a thorough review of both your company’s value and your personal financial goals.

Through our holistic approach, we consider every aspect of your situation—business strategy, financial planning, and personal aspirations—to ensure your transition aligns with both your professional objectives and your future lifestyle.

What is Exit Planning?

Exit planning is aimed at maximizing business value, ensuring a smooth leadership handover, addressing tax implications, and aligning your personal and financial goals for life after the business.

Our 12-step program will aid in this process by providing a clear roadmap, helping you navigate each phase of your exit journey and ensuring a more profitable, seamless transition while safeguarding the future of your business.

In a nutshell: It's good business strategy!

Exit Planning With MFG

Hawley and Dan are known for their deep expertise and thoughtful, client-centered approach. With extensive experience guiding business owners through the complexities of exit strategies, they focus on crafting personalized plans that align with both financial goals and personal aspirations. Their balanced, empathetic guidance ensures that each client is well-prepared for a seamless transition, positioning them for long-term success beyond the business.

Curious about how prepared you are for an exit?

This quiz will evaluate key areas such as financial health, leadership strength, market positioning, and transition planning, and identify potential opportunities

You will gain valuable insights into the readiness of your business for sale or succession.

Take the Quiz

Big things are HERE!

Dan and Hawley are proud to announce the release of our new book titled “Master Planning” on Amazon!

As a special flash sale, the Kindle version is only 99 cents!

Your support would mean the world to me and I would greatly appreciate it if you grabbed your Kindle copy today to help my book launch!

Purchase Here

A Bit about Business

Join Michelle Salazar as she talks about the biggest business pitfalls.

A Cue From a CPA

Join Dan Springer and Reid Reiker to learn more from a CPA!

A Valuation Vignette

Rick Krebs talks about selling your business & common misconceptions.

Ready to Meet with A CEPA?

Our team of experienced professionals dedicated to guiding you through every step of your exit journey.

Meet Our Team