Most business owners don't -- and it costs them dearly when it's time to sell. Fill out the short application and receive our Free Exit Planning Guide.
This isn't a generic PDF. It's a step-by-step exit planning roadmap built from our work with real business owners. Most people will never see this.
Understand what your business is actually worth today -- and what drives that number up before you sell.
A successful exit takes 2 to 5 years to plan. We walk you through how to build a realistic timeline that works for your life.
Discover the strategies business owners use to keep more of their sale proceeds out of the hands of the IRS.
From third-party sales to family transfers to employee buyouts -- we lay out your options and what each one means for you financially.
What happens after the sale? We show you how to structure your finances so your business exit funds the retirement you've worked for.
A step-by-step checklist so you can see exactly where you stand today and what needs to happen before you're ready to sell.
Years of hard work shouldn't end with a disappointing sale. These are the most common traps we see business owners fall into, and they're all preventable.
Waiting until you're burned out to think about exit means leaving money on the table. Exit planning takes 2 to 5 years to do right.
Most owners overestimate what their business is worth. A valuation gap creates a massive retirement shortfall.
Without proactive tax strategy, a large portion of your sale proceeds can disappear before you see a dollar.
Whether selling to a third party, family, or employees, not having a plan in place means the process drives you instead of the other way around.
When your business IS your retirement plan, you're one bad quarter away from a crisis. A diversified plan changes that.
Most CPAs and attorneys aren't exit specialists. Having the right team in your corner before the sale is everything.
We created a 3-step process that gives you a complete picture of your finances, with no cost and no obligation until you decide to work with us.
In this 20-minute meeting, we'll see if we're the right team to help you. If we're not a good match, we'll be happy to connect you with someone who is.
In this 60-minute meeting, our team will take a quick look at your finances. We'll learn as much as we can so we can find different ways to help you reach your goals.
We'll walk you through what steps you need to take to reach your financial goals and answer the four key questions from our review. Then you Think On It before deciding anything.
We review every application personally. Qualified business owners receive the guide and a follow-up from a Glenn Financial advisor with their personalized next steps.
Tell us about your business and where you are in your exit journey. Takes about 5 minutes. No cost, no obligation.
5+++ stars! I have been a client of Glenn Financial for 2 years and they have been fantastic. Kyle has my portfolio out-performing the market and all of the benchmarks. More importantly, Kyle and Todd are getting my investments into companies that support my biblical values. They are also helping me plan my charitable giving and long term care provisions. They are always accessible to answer questions and return my calls whenever they do not have an immediate answer. Their personal touch is exceptional and a real rarity in these modern times. I HIGHLY recommend them to anyone entering retirement or planning their estate/legacy.
Highly recommend. Extremely happy with the service provided by Kyle Glenn with Glenn Financial. The personal service and ability to help you understand difficult material is articulated exceptionally by Kyle and Todd Glenn. Financial growth is important to everyone in life and they make it their life to put you first and help you towards your goals.
Kyle Glenn is incredibly kind to work with! He explains complex financial topics in simple terms, helping me better understand my finances. He consistently goes above and beyond for me. I highly recommend working with Glenn Financial!
Fill out the short application and receive your Free Exit Planning Guide at no cost.
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