For Owners
Align Your Exit With Your Life's Goals
Plan the sale of your business - and the decades that follow it.
Most owners only sell a business once. That means there's no opportunity to learn from experience - the plan has to be right the first time, and it has to account for the parts that are easy to overlook when you're inside the day-to-day of running the company: what your business is actually worth to a buyer today, what would make it worth more, how a sale will be taxed and how the proceeds will need to work for you and your family for the rest of your life.
As your CBEC®, Brett works alongside your existing CPA and attorney (or helps you assemble that team) to build a single, coordinated exit plan rather than a series of disconnected transactions. That plans covers:
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Valuation & Value Growth - an honest read on what the business is worth now, and the specific levers that would increase it before a sale
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Exit Options - sale to a third party, transfer to family or management, ESOP, or recapitalization, weighed against your goals and timeline
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Deal & Tax Structuring - modeling how different structures affect what you actually keep after taxes
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Post-Sale Wealth Management - once the transaction closes, a seamless transition into ongoing investment management, so the wealth the business created is managed with the same rigor and objectivity you'd expect from a multi-family office
We take an educational approach, the same way we do with every client - walking you through the tradeoffs at each step so decisions are made with clarity, not just dealing pressure.
News & Insights
Why Choose Confluence
We Inspire Long-Term Financial Success
When you're preparing to sell a business — or if you know an owner who's contemplating one — two of the largest determinants of a successful outcome are the terms of the sale itself and the follow-through of your wealth plan after closing.
Our Certified Business Exit Consultant®, Brett Cicinelli is a visionary developer of optimal exit strategies, taking factual details, client goals, and needs into account, leading a charge toward a positive change in how business owners prepare for and navigate the sale of their company.
Brett brings over two decades of financial and analytical experience to work for clients. He teaches a post-graduate course on Alternative Investing Strategies. Brett also earned the designations of Chartered Financial Analyst® (CFA®), Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), Master Analyst in Financial Forensics® (MAFF®), and Certified Business Exit Consultant® (CBEC®).