Kyle Malavasi, CFP®, CEPA® works primarily with business owners and leaders who are in one of the three phases of their journey: 

1. Business owners and leaders who have experienced a large liquidity event or who are planning for exiting their business in the next 1-5 years.
2. Business owners and leaders who are looking to increase or maintain their momentum in their respective businesses.
3. New business owners and leaders who are looking to establish themselves as a player in their respective industry.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Exit Planning Advisor (CEPA®) which is a specialization in helping business owners and leaders prepare for and execute a successful exit strategy from their businesses. The primary focus is on business leaders maximizing the value of their company, minimizing potential risks, and aligning their exit with personal and financial goals.