Protect, Grow and (eventually) Exit Your Business

By Published On: July 10th, 2024

Certified Exit Planner

Navigating the complex world of business finances can be a daunting task for any entrepreneur. From protecting your assets to strategically growing your wealth and eventually planning your exit strategy, the services of a knowledgeable financial advisor that specializes in exit planning can be invaluable. In this blog, we will explore the importance of working with a specialized exit planner to ensure the security and success of your business at every stage of its development.

Protecting Your Business:

One of the essential roles of a financial advisor is to help you protect your business from various risks and uncertainties. They can help you assess your current business and personal financial situation, identify potential vulnerabilities, and develop strategies to safeguard your assets. Whether it’s setting up insurance policies to protect the value of your business, create employee retention strategies, or creating a risk management plan, a financial advisor can provide the expertise needed to protect your business from unforeseen events that could threaten its survival.

Growing Your Business:

As your business expands, so do the complexities of managing its finances. A certified exit planner can help you navigate the challenges of growth by providing valuable insights and guidance on investment opportunities, financing options, and tax implications. By developing a comprehensive financial plan tailored to your business goals, an advisor can help you make informed decisions that will support sustainable growth and maximize profitability.

Exiting Your Business:

Planning for the future is essential for any business owner, and this includes developing a successful exit strategy. Whether you are looking to sell your business, pass it on to a family member, or retire comfortably, a financial advisor can help you create a roadmap for a smooth transition. By assessing your financial needs, valuing your business, and optimizing your tax position, a financial advisor can ensure that you exit your business on your own terms and with financial security.

In conclusion, working with a financial advisor specifically trained in personal and business planning is crucial for protecting, growing, and exiting your business successfully. By leveraging their expertise, you can navigate the complexities of business finance with confidence, knowing that you have a trusted partner guiding you every step of the way. If you are a business owner looking to secure the future of your business and your financial well-being, consider partnering with a specialized financial advisor to help you achieve your goals.

The First Step is to Understanding the Complexities of Preparing a Company for Transition

Begin with The ExitMap® to evaluate your preparedness for succession planning. The assessment consists of 22 multiple-choice questions, takes just 15 minutes to complete, and requires no confidential information. After completion, you’ll receive a detailed 12-page summary report via email.

If you like to speak with a specialist, contact Michael Ringel CPA, RICP, CDFA, CExP, Wealth Design Group, 917-734-4748 or, or Schedule a conversation – CLICK HERE

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2024-177122 Exp 06/26

Disclaimer: The views and opinions expressed in this article are those of the authors and do not necessarily reflect the official policy or position of the AAFD. Information provided on this article does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this article is for general informational purposes only.


Michael Ringel, CPA, RICP, CDFA CExP

Certified Exit Planner at 

Since 2004, Michael Ringel, CPA, RICP, CDFA, CExP has been working with business owners, single women, families with children with special needs to build confidence around their money. Michael’s philosophy is to guide each family to discover for themselves what is important to their family, both personally and financially. Then, Michael shares with each family a variety of financial strategies that are prudent for them.

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