Certified exit planning services help business owners prepare for a future transition with clarity, structure, and intention. This work focuses on aligning business strategy, personal goals, and financial outcomes well before a transition occurs, giving owners control over timing and options.
Our exit planning approach follows a disciplined framework developed through training with the Exit Planning Institute, the leading authority in exit planning education and methodology
Exit planning is a structured, milestone-driven process designed to help business owners understand their current readiness, identify gaps, and take deliberate steps toward a successful transition.
Rather than focusing solely on a transaction, exit planning emphasizes value growth, risk reduction, and personal preparedness—ensuring the business is transferable and the owner is ready for what comes next.
The Novare team includes Certified Exit Planning Advisors (CEPA®), trained through the Exit Planning Institute, the leading authority in exit planning education.
Using the Value Acceleration Methodology™, we help owners build transferable value while aligning business, personal, and financial goals well before a transition occurs.
The need for planning is real. According to the 2023 National State of Owner Readiness Survey:
A CEPA-led approach introduces intention and preparation early, reducing risk and helping owners exit on their terms.
Our services are designed for business owners who want clarity before making major decisions.
You’ve built something meaningful, and decisions about your business’ future deserve experienced, honest guidance. We help business owners move forward with clarity and confidence.
