Why exit planning?

At Finnerty Partners, we believe that the business you built couldn’t be more personal.

Exit planning is more than just a decision to walk away from your business. It is a strategy based on many decisions and ultimately the actions you take within your company long before this life-changing transition. It’s important to work with professionals who understand the complexities of exiting a business, who can weigh the pros and cons of each decision and who can take you through each aspect of the entire process—which could take several years.

The Certified Exit Planning Accreditation®
The Certified Exit Planning Accreditation® (CEPA®) designation is the only certification that is focused on selling businesses. Will Finnerty knew that earning a CEPA® designation would give him and his clients a solid foundation in exit planning and the insight and confidence to make well-informed choices. Will’s CEPA® training helps us assemble, organize and prepare your selling team for a smooth transition. But we believe Finnerty Partners adds even more value. To us, this isn’t a “one-and-done” event. From the early stages of planning to the final closing and the post-sale years, we’re committed to your financial well-being, your family and your future.


The CEPA® Value Acceleration Process*

The Value Acceleration Process provides a framework to help business owners with business transition planning.