We provide strategic exit advisory and valuation guidance to help owners understand their options, increase enterprise value, and transition on their terms.
Our Services
Summit Exit Planning helps business owners increase enterprise value, evaluate exit options, and prepare for a successful transition. We combine rigorous financial analysis with disciplined planning to bring clarity to complex decisions.
Our integrated approach aligns valuation, value growth, exit pathways, and deal preparation around your personal and financial goals. Acting as your central advisor, we coordinate with your existing professional team to ensure every decision is intentional, defensible, and well-timed.
Whether you are planning years ahead or actively considering a transition, our services are built to protect value and position you for what’s next.
Selling Your Business Isn’t Just a Financial Transaction;
It’s a Life Transition.
Strategy & Analysis
We start with clarity. Through a structured consultation, we assess where your business stands today and identify the strategic actions that drive readiness, value, and optionality. You gain a clear roadmap for strengthening your position and preparing for a successful transition.
Valuation
Understanding your true business value is foundational.
Our valuation process delivers a clear, defensible view of what your business is worth, why, and how value can be enhanced. The result is insight you can act on with confidence.
Determining Your Exit
There is no single path to exit. We help you evaluate the most viable options and align them with your financial goals, personal priorities, and long-term legacy. The outcome is a deliberate, well-timed strategy built around what matters most to you.
“Our work is about creating the bridge between carrying it all alone and finally having space to breathe. Our clients don’t just get numbers; they get a roadmap.”
- Christina Bender, Founder
Our Core
At the core of Summit Exit Planning, we are dedicated to excellence, where custom solutions are paired with unmatched expertise. Our team of esteemed professionals devises strategies that not only enhance your business but also set new industry benchmarks with elegance.
A Certified Exit Planning Advisor (CEPA) is a designation awarded by the Exit Planning Institute. These advisors are experts in assisting business owners to harmonize their personal, financial, and business objectives to cultivate a substantial company, guarantee a smooth transition upon departure, and forge a more lucrative and advanced enterprise for the proprietor. Our fundamental duties encompass evaluating a company's preparedness for transition, identifying improvement opportunities, developing tailored exit strategies that align with the business owner's personal and financial goals, collaborating with accountants, attorneys, financial planners, and other specialists for an all-encompassing exit planning process, and acting as the principal coordinator or 'quarterback' of the exit planning team to ensure the plan's elements are flawlessly integrated and implemented.
