For CPAs, Attorneys & Advisors

A CBEC®-certified partner for your business-owner clients' exit

​​​Business exit planning touches accounting, legal, valuation, and investment disciplines at once - which is exactly why it tends to fall through the cracks between advisors who each own one piece of it. asa a Certified Business Exit Consultant® (CBEC®), Brett Cicinelli's role is to be the coordinating financial planning voice on your client's exit team, working alongside you rather than in place of you.

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Depending on when you're brought in, we can support your client's transaction as:

• Valuation & Readiness Advisor - helping the owner understand current business value and what would increase it before going to market

• Exit Strategist - running the client through the Six-Step Exit Planning process to clarify goals, timeline, and the right exit path

• Deal Structuring Support - modeling the after-tax and after-fee outcome of different transaction structures, in coordination with your tax and legal work

• Post-Close Wealth Manager - once the transaction closes, managing the resulting liquidity as a fiduciary RIA, so your client's outcome doesn't end a the closing table

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We're happy to join client meetings as a value-add resource, or work quietly behind the scenes - whatever best fits how you serve the clients. If you have a client approaching a transition, we'd welcome the conversation.