Exit Planning

Succession Planning CEPA Advisor St. Louis

Are you the owner of a successful manufacturing company, dental, or medical business who is thinking about exit planning, but you’re not sure where to start? Working with a CEPA® from Weiss Advisors of St. Louis, Missouri, will help you begin your succession planning strategy and simplify the entire transition process so you can maximize your wealth and income and take control of your destiny now.

Succession & Transition Planning

If you own a dental, medical, or manufacturing business and have thought about retiring, selling, or succession planning but you’re too busy or not sure when the right time would be, the time to plan is now.

Do not wait until you’re close to retirement – you need to accelerate the value of your business as soon as you can, develop and implement a succession plan with a team of experts, and work ON your business, not just in it.

When you engage Weiss Advisors, we work with you step-by-step to create the best succession/transition plan for you, one that you can implement in a realistic way while you run your business.

Throughout the succession planning process, Weiss Advisors is here for you to ensure you get where you want to be faster, in an organized, less stressful manner.

You can create a succession plan, maximize resources, and accelerate the value of your business for the wealth and lifestyle you’ve always dreamed of but didn’t know how to achieve.

Weiss Advisors Succession Planning Benefits

If you have ever tried to create a succession plan before or have researched it on your own, you know how challenging it can be, especially when you’re running a business.

If you own a business, succession planning with Weiss Advisors will alleviate the complexity of transitioning, take away the fear of the unknown, and provide a customized step-by-step guide to achieving your personal, lifestyle, and professional wealth goals.

With Weiss Advisors as your CEPA partner, you will:

• Understand your succession planning options without obligation.
• Get a range of value for your business for continued planning.
• Learn when it is the right time for you to exit your business.
• Discover how to work on your business rather than just in your business.
• Preserve wealth now and in the future with a team of advisors for business, personal, and financial planning.
• Take control of your destiny so there aren’t surprises along the way.
• Begin with the end in mind and enjoy the peace of mind that comes from knowing your future is secure.

Did you know, one year after selling without succession planning, three out of four business owners surveyed “profoundly regretted” the decision.

Why Weiss CEPA Advisors?

Larry Weiss, CPA, CEPA, and founder of Weiss Advisors, has a long, proven history and expertise in business development, operations, finance, sales, value acceleration, and exit planning for a range of private, portfolio, and publicly held dental, manufacturing, and other types of companies.

He is a CPA and one of an elite group of international, Certified Exit Planning Advisors (CEPA) from the most widely accepted and endorsed professional exit planning program in the world, the Exit Planning Institute.

What does this mean for you? It means you will get the most honest, concise, action-oriented, and skilled exit planning strategy tailored for your personal, financial, and professional goals. Not a one-size-fits-all strategy or one that leaves you trying to figure out the details on your own.

No-Obligation Succession Planning Consultation

There is nothing as important as preserving all you have worked for and putting that to work to fulfill your dreams. Contact Weiss Advisors for a no-obligation discovery consultation or take this free Personal Exit Readiness Survey and see how succession planning can benefit you now and in the future. 314-610-1553