Strategic exits.
New beginnings.

The Crestwell Group was built to bring small business owners a fiduciary solution to their exit planning needs. The journey to a successful transition requires skill sets across multiple disciplines and areas of expertise. Let our team of Certified Exit Planning Advisors® design a customized strategy that focuses on maximizing value and future viability.

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Your Exit Planning Journey Begins Here

Research shows that having an experienced team of advisors guiding you on your exit planning journey is statistically important. Developing a strategic plan provides the best opportunity for your personal, business, and financial goals to be met. Without the proper team and strategic plan, small businesses are oftentimes forced into involuntary, unsuccessful, or regretful transitions. Coupled with unprecedented events such as the global pandemic business owners are left searching for answers and wondering where to begin. We’re here to help.

Business Valuation

The value of your business makes up a large portion of your net worth, but less than 2% of small businesses have ever had a valuation done. By using historical financial data and leveraging big data resources, our valuation provides you with the knowledge of how much your business could be worth.

Marketability Assessment

Assessing how attractive your business is to the market can be a difficult proposition. We've developed a simple process and scoring methodology to understand how your business would be viewed to a potential buyer. By understanding where you are today, we can begin the work of becoming a "best of breed" company within your industry and location.

Owner Readiness

Perhaps the most critical question to answer is “Are you personally ready?” We've created a five-step process that has the same simple scoring methodology to assess where you are mentally and emotionally to exit your business. How prepared you are depends on how you score on your vision, flexibility, attachment, and involvement relative to an exit.

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Our Value Acceleration Methodology

Learn more about the Crestwell Method and how our Certified Exit Planning Advisors® can help with your exit plan.

Step 01

Business Valuation

Knowing the true value of your business is critical to proper exit planning and achieving your goals. Through our proprietary process, we educate on the range of value, how it compares to your industry and location, and identify over 30 KPIs that guide us in our planning.

Step 02

Marketability Assessment & Owner Readiness

For a successful exit, you need to be able to answer two important questions: Is your business ready for you to exit and are you ready to exit? We engage the leadership team in order to determine how attractive the business is to the market and how ready and prepared the owners are to exit.

Step 03

Prioritized Action Plan

After we have established a clear baseline of value and assessment, our team builds the short-term roadmap of exactly how to accelerate the value and prepare the business for a successful exit.

Step 04

Assembling the Team

It is vitally important to have a collaborative team of professionals in place that thoroughly understand exit planning. We do the heavy lifting in engaging our network for legal, tax, banking, accounting, operations, wealth, insurance and other areas of need.

Step 05

Value Acceleration

Our team of experts guide you and the business on critical value drivers and identify gaps to de-risk the business, minimize tax implications, and ensure we're assembling proof of value acceleration.

Step 06

Decision & Exit Execution

Determining when the business is ready to sell depends on a variety of factors - business, financial, and personal. When the three legs of the stool align, we begin to execute the desired exit strategy while focusing on the personal planning for life after exit.

Praise From Our Satisfied Clients

As a business owner, it is easy to consume yourself with daily operations and working “IN” the business. Bryan and his excellent team allow you to work “ON” the business with his insight and attention to detail.
Chris Barry Owner, Beach Paving, Inc.

The promptness and accuracy of the responses to my many requests was very much appreciated.
Major Avignon Chairman / CEO, Water, Inc.

Bryan has been a welcome change for Westcoast for our succession planning. He helped guide us through some necessary changes in a professional and personable manner. He is approachable, knowledgeable and never too busy to answer a question or dispense advice.
Mark Curry President, Westcoast Roof Consulting

Work with Our Exit Strategists

Certified Professionals

Work with a Certified Exit Planning Advisor® and a team of hand-selected professionals across multiple disciplines for a successful exit.

Education-Focused

We’re dedicated to educating our clients and the business owner community by being thought leaders and subject matter experts.

Strategic Approach

We look at the big picture and align your business, personal, and financial goals for an attractive and transferable enterprise.

Data-Driven

We believe that data matters and to that end, all of our processes and methodology leverage technology and rely on data for tangible results.

Meet Your Certified Exit Planning Advisor®

Bryan S. Sonderby, CEPA®

Certified Exit Planning Advisor, Managing Member

Matthew D. Poole, CEPA®

Certified Exit Planning Advisor, Strategic Partner

J. Daniel Vogelzang, CEPA®

Certified Exit Planning Advisor, Strategic Partner

Make your exit count.

Ready to learn more about our process? Perhaps you’re ready to move into the last stage of your business. Our experienced team is here for you. Book your initial consultation today.

Toll-Free: (800) 575-6010

success@crestwellgroup.com