In addition to managing a number of 401k plans locally, we specialize in helping business owners plan their exit from what is often their single most valuable asset in life. The odds against one day selling that business demand the expertise of someone who understands precisely how to stack those odds in your favor.

That's why Steve is a Certified Exit Planning Advisor. Typically, efforts to sell a business fail for reasons ranging from bad economic timing to poor negotiations, or lack of a willing buyer. But a common thread is lack of preparation. Even if a business isn't currently up for sale, lack of proper planning can see it threatened by the 5 D's - divorce, disagreement, disability, distress or death.

With Steve's guidance, business owners can grasp the value of getting their financials organized, cleaning up the business, and investing in upgrades that can substantially raise the valuation in the eye of potential buyers. He can explain why assembling your Dream Team of advisors might be the best step you take towards a perfectly-orchestrated exit - without leaving anything on the table, especially unnecessary taxes.

For those owners hoping to sell their business in the years to come, our Exit Planning App is a preview of the coaching Steve Wagner can provide to help you prepare the business for a potential buyer. According to the Exit Planning Institute, 80% of small businesses seeking a buyer fail to do so, and 20% of owners who do complete a sale, report regretting the deal a year later. That’s why having a Certified Exit Planning Advisor® on your team is a critical step in the right direction. And the first step is using this short app!

And for businesses wondering if their 401k is the best possible plan with the lowest fees and best education for participants, our 401k Plan Check App is an easy way to gauge whether your plan needs attention.