Phoenix Exchange Corporation

Exit Planning & Acquisitions

Exit Planning

A strategic exit strategy can ensure a smooth transition for the future.


Let us help secure the success of your acquisition with our expertise.

Exit Planning & Acquisitions

Phoenix Exchange Corporation is a family-owned business that provides exit planning solutions to business owners of small and medium-sized enterprises. An exit plan combines plans, concepts, efforts, and processes into a simple strategy for the future. It translates into transferable human, structural, customer, and social capital. 

Our Goals

  • To work with business owners to develop effective exit  plans after analyzing business, finance and personal assessments
  • To provide an exit planning process that is appropriate for the type and size of your business
  • To maximize the value of your business at the time of exit and maximize your after-tax proceeds from the transfer

What can Phoenix do for you?

  • Understand the tangible and intangible value of your business
  • Determine your exit readiness and business attractiveness
  • Identify the “major three” gaps; value, wealth, profit 
  • Identify your business’ range of value and growth potential 
  • Identify all exit options
  • Align your business, personal and financial goals 
  • Establish and implement 90-day action plans to de-risk the business and increase value



I recently completed the Exit Planning Institute’s certification as a Certified Exit Planning Advisor. My CEPA designation has become the capstone of my educational journey. Exit planning draws on my 35 years experience as a business broker, M&A advisor, business owner, public accounting partner, consultant and chief financial officer. 

I’m in the right place at the right time with the tools, knowledge and experience to help business owners start making their exit plan.

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