Thinking of Selling Your Business?

Selling your business can be mentally as well as a physically exhausting process.

When the sale ends, the next phase begins.  ARE YOU READY?

These 7 Steps can help you begin the next phase of your life...

Striving to help business owners around the country increase their cash flow, lower their taxes and improve their financial lives by implementing process, automation, efficiency, and discipline.


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"I have found that the more successful business owners become, the more their personal finances take a back seat toward managing the business. It becomes really hard to keep juggling all your roles and properly manage your personal financial situation.  That is where an experienced financial advisor can add value." - Colin B. Exelby, President

Koffee Talk Pension Arbitrage and Buyouts

25 Questions to Ask a Financial Advisor, Fit Small Business 8/15/2018

August 30, 2018

Colin Exelby contributed to a great article by Benilyn Formoso-Suralta that discusses the top 25 questions to ask a financial advisor during financial planning. A financial advisor can help you plan financially for your future by analyzing your most confidential financial information. They spoke with the industry experts who shared their different ideas on what…

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2015, 2016, 2017, 2018 & 2019 Award Winner*

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers.