Exit Planner

Jordan Rodriguez of Chagrin Valley Legacy Advisors shares why business owners need more than a generalist wealth manager and what a fee-only planning model built around them actually looks like.

Greg Mahoney of Skytale Group shares how he grew his father's dental practice from $1M to $7.5M, sold to private equity, and now helps founder-led healthcare groups scale operations.

Pat Voltapetti of Pinnacle One Capital shares how three generations of investing, four years at Cardone Capital, and a grandfather's philosophy shaped his approach to real estate.

Matt Coyne, founder of Brandywine M&A and Formation LLC, shares 25 years of lessons from advising privately held business owners through exits and why most leave millions on the table.

Ral West built Hawaiian Vacations from a leased jet into an eight-figure business sold to Alaska Airlines. Now she teaches entrepreneurs the six principles that let her walk away.

Greg Light of Bodmer Price and Light has completed 2,000+ valuations. His edge: cash flow and risk, impeccable client service, and an overtime model nobody else uses.

Kyle McCord of Max Value Advisors helps lower middle market business owners scale, acquire, and exit — built on 15 years of watching private equity outleverage owner operators at the table.

Jeff Church co-founded Suja Juice and sold it for $300M. Now he coaches CPG founders, built a custom AI tool, and just launched Proto protein soda at Sprouts nationwide.

Peter Holton of Caber Hill Advisors shares how blue collar roots, a decade at Rose Paving, and surviving a brain aneurysm shaped a different kind of M&A advisor in the facility services industry.

Patricia Malone of Enhance C-suite has added $150M in enterprise value for clients using lean, strategic capacity theory, and 35 years of financial leadership across defense and manufacturing.

Michael Stier sold a $13B fintech platform and learned what most founders find out too late. Now he helps Carolinas business owners build companies worth buying at Focus CFO.

Jim Bates of Jackim Woods shares how tennis, two recessions, and a series of happy accidents led him to co-found the Exit Planning Institute and build a boutique M&A firm.