Exit Planners

Michael Meara
Certified Financial Planner, Nexus Wealth Advisors
I have been an advocate for and advisor to small business owners for over 30 years while providing financial planning and wealth management services to them. I provide comprehensive pre-exit planning and analysis to help business owners determine the viability of an exit given their personal...
Santa Cruz, California
(831) 818-1157
Scott Yoder
Partner, Strategic Equity Advisors, LLP (Smolin Lupin affiliate)
Partner with Strategic Equity Advisors, LLP (Smolin Lupin affiliate); a boutique merger and acquisition advisory firm specializing in divesture strategies for owners of closely held companies. In this role, I collaborate with ownership, their families, and their advisors to develop and implement...
Fairfield, New Jersey
(855) 732-4700
Jenifer Bartman
President, Jenifer Bartman Business Advisory Services
Jenifer Bartman Business Advisory Services assists companies in the growth, financing, and transition stages of development. Service areas include business and succession planning, executive coaching, marketing strategy, operational improvement, and contract executive services. Jenifer holds the...
St. Adolphe, Canada
(204) 771-0230
Noah Rosenfarb
Personal CFO/Holistic Wealth Coach, Freedom Business Advisors
Noah Rosenfarb, CPA/ABV/PFS has devoted his career to advising business owners on all things related to money. He is a Personal CFO and Holistic Wealth Coach at Freedom Business Advisors, which provides middle market business owners guidance on how to successfully transition out of the management...
Boca Raton, Florida
(855) 540-0400
John Robinson
President & CEO of The John Robinson Group Inc.
John Robinson is the founder of the Trusted Advisor™ Network and President & CEO of The John Robinson Group Inc., an independent advisory firm that has served the unique needs of business owners and leaders for the past 35 years.John earned his Certified Exit Planning Advisor (CEPA) designation...
Vancouver, Canada
(604) 874-4429
Ian Campbell
President, Business Transition Counsel Inc. and Transitus Publishing Inc.
Ian R. Campbell founded Toronto based Campbell Valuation Partners Limited in 1976. He has been in the forefront of Canadian business valuation for over 40 years and is widely recognized as one of Canada’s leading business valuation consultants. He is the author of a number of authoritative Business...
Toronto, Canada
(905) 274 0610
Allen Duck
Partner, Eighty20 Advisers LLC
Allen has over 20 years experience in business management in the USA and internationally, working for public companies in marketing and operations, before founding his own machinery distribution company. His business transition skills include: business analysis, efficiency improvement,...
Fort Collins, Colorado
(970) 412-6759
Josh Patrick
Stage 2 Planning Partners, Founding Principal
Josh Patrick has owned and operated a variety of businesses dealing with food, including food vending, coffee service, catering, and wholesaling, and several others dealing with food. For the past 15 years he has owned and operated a wealth management business, Stage 2 Planning Partners, that...
South Burlington, Vermont
(802) 846-1264
Brian Mazar, MBA, CBI
American Fortune Mergers & Acquisitions
American Fortune is provides the following services: - Business Sale & Acquisition Services (M&A Services) - Business Exit Planning Strategies - Business Valuation Services The firm focus on Privately Held Businesses with revenues up to $50 million. In addition to expertise in M&A...
Louisville, Kentucky
(502) 244-0480
Carmen Bianchi
Founder and Principal at Carmen Bianchi Family Business Associates
Carmen Bianchi has been a Family Business Consultant since 1991. She is the founder and director of the EMC Business Forum at San Diego State University, servicing the growth needs of family and closely held businesses. She was the founder of the University of Texas at El Paso Family Business Forum...
Del Mar, California
(858) 793-2445

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