Business Exit Planning
Our Services
Providing business owners, CPAs, and M&A attorneys with expertise in preparing for a sale, transfer, or succession - from valuation and readiness through the post-sale transition of wealth.
The Confluence Difference
For most business owners, the sale of their company is the single largest financial event of their life - and often the one they're least prepared for. Owners spend decades building the business and comparatively little time planning the exit itself: what the company is actually worth, how to grow that value before the sale, what the transaction will look like, and - critically - what happens to the proceeds afterward.
As a Certified Business Exist Consultant® (CBEC®), Brett Cicinelli brings both the exit-planning discipline and the post-sale investment expertise most advisors in the space don't offer under one roof.
Always keeping an eye toward the future, we help owners plan an exit that maximizes value and seamlessly transitions into long-term wealth management afterward - asset allocation, tax planning, and investment management for the family, once the business itself is no longer the primary asset.
What We Help With
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Business valuation and value-growth planning ahead of a sale
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Exit readiness assessment (Six-Step Exit Planning Framework)
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Coordinating the advisor team - CPA, M&A attorney, and wealth manager - around a single exit plan
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Modeling after-tax proceeds under different deal structures
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Post-sale transition: turning a one-time liquidity event into a durable, professionally managed portfolio
Who We Work With
Business Exit Planning is built for owners who are 2-5 years (or less) from a transition, as well as the professionals who advise them:
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Business owners preparing to sell, transfer to family, or pursue an ESOP
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CPAs and accountants whose clients need exit and post-sale investment planning
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M&A attorneys and business brokers who want a financial planning partner for their sell-side clients
Business Exit Questions
Get the unique lifestyle that you deserve.
Let's Get Started
