Exit plan design
& implementation

An exit plan can preserve your life's work
and secure your legacy.

BEI CExP credential

Secure your legacy with your exit plan and your team of advisors.

Every business owner eventually exits the business, but it can be difficult to know the best way to do so. Dealing with the financial, legal, and other dynamic issues, exit planning is complex and time-intensive. With a Certified Exit Planner (CExP), you can get help designing your exit plan and leading your various advisors so you exit on your terms.

See how our exit planning design & implementation service could help you.
Contact us to learn more.

Exit plan design & implementation

Consider who benefits

Business owners wanting to prepare for their exit

Business owners seeking more collaboration between their advisors

Business owners looking to increase the value of their business

Consider the benefits

Understand the options for exiting your business

Maximize the value of your business

Minimize risk and taxes

Coordinate your advisors to work together efficiently and effectively

Free up time to continue working on your business

Allow an outside party to drive the process objectively

Stay in control of your exit

How AGH's exit plan design & implementation service can help you

We help our business owner clients plan for the most critically important financial event of their lives: the transition out of their business. Our exit plan design and implementation service allows you to continue focusing on running your business, while we serve as the "general contractor" of your exit. We help you create an exit plan and work alongside you to coordinate your advisors throughout the multi-faceted – and often complex – process. Our service can minimize risks, obstacles, and challenges and ultimately keep you on the right path toward maximizing opportunities and completing this important aspect of your business and life.

Our phased process starts with understanding your objectives, both personal and business. We then assess your business and personal financial resources and identify the gaps that must be addressed to acheive your objectives. Through your team of advisors, we take a phased approach to achieve the critical steps and milestones necessary to eliminate those gaps, maximize the value of your business, and ensure your personal and business goals are met.

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Daniel White

Senior Consultant
Org. Development & Family Business Services

Daniel White assists organizations with their organizational development needs, including strategic and operational planning, leadership development, succession and exit planning, and family business advising. He has worked with a wide range of industries, including construction, healthcare, manufacturing, banking, not-for-profits, and government organizations. He has also worked internationally as an organizational development consultant, serving organizations in Bolivia, Guatemala and Ghana. Prior to advising organizations, he worked in not-for-profit leadership and operations, directing projects with clients such as the US Department of State and the United Nations Population Fund.

Daniel serves as associate director of the Kansas Family Business Forum, hosted by Wichita State University’s Center for Entrepreneurship. He holds a certificate in Family Business Advising from The Family Firm Institute. Daniel also earned his Certified Exit Planner designation from BEI. This designation demonstrates he is qualified to provide comprehensive, professionally executed exit planning services. He has been published in Fast Company and several academic journals, and he has presented at a number of national conferences.