Certified Exit Planners
We increase your company value by 72% to prepare for a sale
Certified Exit Planners · Charlotte, North Carolina
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About
Through strategic exit planning, we serve small business owners who want to increase the value of their company by 72%, save on taxes, engineer a smoother transition, and reduce disappointment post sale:
1. Grow then exit 2. Sell soon strategically 3. Learn more about the process
Who they serve
- High earners
- HENRY (high earner, not rich yet)
- Executives
- Founders
- Pre-retirees
- Multi-generational families
- Early-career professionals
- Retirees
- Divorced individuals
- Real estate investors
Services
- Exit Planning
- Tax Strategy
- Business Succession Planning
- Real Estate Advisory
Structured record
| Name | Certified Exit Planners |
|---|---|
| Firm | Certified Exit Planners |
| Location | Charlotte, North Carolina |
| Fee model | One-Time Financial Planning Fee · Flat Fee/Retainer |
| AUM | Under $25M |
| Founded | 2018 |
| Firm size | 6 - 20 employees |
| Affiliation | Other |
| Designations | Other |
| Investment approach | Blend of both · Passive management · Active management |
| Website | https://certifiedexitplanners.com/ |
| https://www.linkedin.com/in/james-gorzynski-cepa%C2%AE-9aaa6919/ |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Divorce planning
- Real estate investors
- Crypto & digital assets