— Resources
Tools, insights, and ideas worth your time.
Everything here is designed to help you think more clearly about your business, your exit, and your financial life. No fluff — just useful.
— Free Assessment
The Exit Readiness Assessment.
Most business owners don't know what their business is actually worth to a buyer — or where the gaps are. This assessment walks you through the eight value drivers that determine your multiple and gives you a clear picture of where you stand right now.
13 minutes. No email required to start. A 12-page report delivered to your inbox when you finish.
— What it covers
- Can your business run without you for 90 days?
- What percentage of revenue depends on your personal relationships?
- Do you know what a buyer would actually pay today?
- Is revenue concentrated or spread across many clients?
- Do you have a documented answer to what you're exiting toward?
- What's your timeline — and does your strategy match it?
Powered by ExitMap® — used by 80,000+ business owners. Licensed and facilitated by David Ward, CFA, CEPA.
— Insights
Articles worth reading.
Practical thinking on exit planning, valuation, and wealth strategy.
Financial Planning
The Search for a Top Financial Advisor
We all want our financial journey to be clear, straightforward, and dependable. Here's what to actually look for in the advisor you trust with it.
Read more →Retirement Planning
The Growing Threat of Inflation
How to protect your retirement plans when the value of every dollar is quietly slipping. A primer on inflation and how to hedge against it.
Read more →
Tax Planning
9 States Without Income Tax
Nine states currently collect no personal income tax — but no-income-tax doesn't mean no-cost. What to weigh before you pack the truck.
Read more →
— Discovery Call
Ready to have a real conversation?
A Discovery Call is 30 minutes. No pitch. I'll tell you what I see in your situation and what I'd prioritize — you decide if it makes sense to go further.