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With our team of Certified Exit Planning Advisors and CERTIFIED FINANCIAL PLANNER™ professionals, Chad Pearson, Donis Smith and Jillian Dempsey,  as well as access to the resources of UBS, we can help you at every state of your business lifecycle, whether you’re accelerating growth, evaluating value, preparing a transition or planning your post-exit life. I. Professional considerations - Grow or exit. Our team can you help identify ways to mitigate risk in your business and then focus on value drivers with a set action plan and goals. We will help assess the attractiveness of your business to a third party and the readiness of a business to be sold. Timing the exit. An emphasis on maximizing value at all times can drive more predictable results. By thinking about an exit now and running your business as such, you can be ready for the unexpected. II. Financial considerations - We will help you with comprehensive financial and estate planning strate

Jillian dempseyAdonis smithFinancial services incCertified exit planning advisorsChad pearsonDecision point wealth consultingCertified financial planner professionalCertified exit planning advisorCertified private wealth advisor