At Bernstein Private Wealth Management, Kevin Krisowaty works with business owners, entrepreneurs, and founders who have a long-term intent to sell their business, providing wealth strategies and investment strategies for before, during, and after a sale. Kevin is a Certified Exit Planning Advisor (CEPA®) and has over 25 years of experience. He has experience working with business owners, entrepreneurs, and founders who have had early and late stage exits; partial and full exits; exits to financial sponsors, exits to strategic buyers, and exits through initial public offerings. Kevin’s network of professional advisors within the M&A community helps business owners, entrepreneurs, and founders to build their exit team.

Some wealth managers look to add value after a business is sold, but Kevin believes in delivering proactive, independent support right from the start with topics way beyond simply managing money. In fact, the earlier Kevin can work with business owners, entrepreneurs, and founders, the more value he can add, even if an exit is years away.