Certified Exit Planning

Your Roadmap to a Successful Business Exit

Maximize value, streamline transition, and secure your future with Bryson Financial's expert exit planning solutions.

WHY EXIT PLANNING MATTERS

Exit planning is essential for business owners preparing to sell, as it maximizes business value, minimizes tax liability, and ensures a smooth transition. A strategic plan aligns personal, financial, and business goals, reduces risk, and enhances buyer confidence. It also addresses key factors such as succession, legal readiness, and operational efficiency. Proper planning enables owners to exit on their terms while securing long-term financial outcomes.

QUICK STATS & BULLET POINTS

Increased Sale Price: Businesses with a formal exit plan sold for 71% more than those without, according to the Exit Planning Institute.
Regret Due to Insufficient Preparation: A UBS study found that 81% of business owners regretted not investing more time in preparing for the sale of their business.
High Rate of Unsuccessful Sales: Approximately 75% of businesses either never sell or sell for less than desired, often due to inadequate planning.

Our Proven Process

THE MODEL

The Value Acceleration Methodology was created by the Exit Planning Institue to help business owners prepare for the most successful exit possible.

1. DISCOVER

The Discovery process included conducting a valuation and assessing your personal financial business.

2. PREPARE

The preperation stage considers values, mitigating risk and deciding whether to exit or grow.

3. DECIDE

The final decision will result in pursuing an exit or waiting to exit. Continuous planning for an exit will significantly assist you regardless of when you exit.

How ready are you for an exit? Our readiness questionnaire can help!

Bryson has developed an “Exit Readiness Assessment” that any business owner or principle can take for free.

MEET ANDREW MOSKOVITZ

As Director of Business Development at Bryson Financial, Andrew Moskovitz specializes in helping business owners and private equity firms navigate complex financial decisions with confidence. As a Certified Exit Planning Advisor (CEPA), he is the firm’s expert in guiding clients through the essential steps of exit planning to maximize business value during transitions.

Andrew brings extensive experience in M&A transactions, offering comprehensive support from due diligence and rep & warranty insurance to optimizing employee benefits, 401(k) plans, and corporate insurance. His strategic approach safeguards client investments and ensures smooth, value-driven transitions.

A graduate of Cal Poly, San Luis Obispo, Andrew holds Series 6, 63, and 65 licenses, along with a Life & Health Insurance license. He is also a Certified Plan Fiduciary Advisor (CPFA), enabling him to deliver tailored financial solutions to business owners and their teams.

At Bryson Financial, Andrew is committed to helping clients build, protect, and exit their businesses on their terms, achieving lasting financial success with clarity and confidence.

Are You Ready To Start Exit Planning?

Bryson is committed to helping you achieve the best possible exit. Contact us today for a consultation.

Founded in 1969, we credit our longevity to a simple principle

Bryson was started over half a century ago and we are stronger than ever! We are extremely proud of our legacy. Not many businesses can claim such a lasting history. Sure times have changed. However, there is one simple principle that has served us well into our 6th decade – treat the client’s business as if it were our own.

Business owners and management teams appreciate the Bryson approach because we understand the challenges in running a business in today’s complex world. With our strategic approach and a focus on cost reduction, we turn benefits and insurance into a competitive advantage.