As a Certified Exit Planning Advisor and Candidate for CFP® Certification, I help business owners prepare for and navigate the complex process of exiting their companies. I bring over 20 years of operational and financial experience as the former co-owner of a manufacturing firm—a business I helped build, scale, and successfully exit alongside my business partner. That firsthand experience gives me a deep understanding of the strategic, emotional, and financial considerations involved in a business transition. Today, I combine that entrepreneurial insight with formal financial planning training to guide owners through all three pillars of a successful exit—business readiness, financial preparedness, and personal planning—so they can exit with purpose and a clear vision for what’s next.