Strategic Business Exit Planning
Turn Your Life’s Work Into a Launchpad for What’s Next
Selling your business is a major milestone and one of the most impactful financial decisions of your life. It’s not just about the highest offer. It’s about what you actually keep after taxes, how it funds your future, and how prepared you are to step into the next chapter.
At Exemplar Wealth Advisors, we work with business owners in Bend, Oregon, and beyond to simplify business sale planning, create efficient tax planning strategies, and guide clients through life after the sale. As Exit Planning Advisors, we bring the experience and personal attention needed to help you move forward with confidence to
Make it Count!
Discover Your Freedom Number™
The First Step in Strategic Business Sale Planning
Before entertaining offers, it’s essential to find your Freedom Number™. This is the amount you need to net from your business sale to reach financial independence and live the life you have always imagined. This number serves as your financial compass, guiding every step of your exit planning strategy.
Introducing: The 6% Advantage™
An Exit Planning Strategy Designed for Business Owners
Our proprietary process, the 6% Advantage™, is designed to help business owners maximize the value of their business sale by focusing on six crucial opportunities:
- Timing — The right time to plan is before the sale, not after. We help you get ahead of the curve with smart strategies in place well before you go to market—so you’re in control of the process, not reacting to it.
- Tax Minimization — Keep more of what you’ve earned with proactive planning to reduce capital gains, income, and estate taxes.
- Family Legacy — Develop strategies designed to help align your values with your long-term wealth goals.
- Asset Protection — Safeguard what matters from legal and financial risks.
- Personal Investments — Align your portfolio with your post-exit goals and find your freedom number, the number you need to sell your business for to live financially free for the rest of your life.
- Purpose — Redefine success on your terms and step into your next chapter with intention.
With the 6% Advantage™, you’re not just selling a business — you’re setting the stage for what’s next.
Unlock significant savings and increased value, so you walk away with as much as possible.
Why Choose Us as Your Exit Planning Advisors?
We are experienced professionals
We’re not your typical wealth management firm. We’re a financial planning practice, intentionally designed to serve a select group of individuals and families throughout the United States who value depth, trust, and real guidance through life’s biggest financial crossroads. We specialize in business exit planning and offer our clients a unique skillset that simplifies the complexity of the exit process and captures the opportunities available to our clients.
We take a more personal, hands-on approach to guiding business owners through life’s biggest financial shifts. With a blend of strategy, heart, and precision, we help you make the most of what you’ve built.
Here’s how we support you:
- Exit planning aligned with your values, lifestyle, and timeline
- Seamless coordination with your broker, CPA, attorney, and other advisors
- A fully integrated strategy covering retirement, taxes, and legacy
- Ongoing wealth management to support your life after the sale
Our mission is simple: to help you walk away with more than just a number. We want you to capture the full value of your work and what comes next.
Ready to Sell Smart and Keep More?
Get in Touch Today
Ready to start planning your exit? Schedule a time to talk with us.
Frequently Asked Questions
What is a Freedom Number?
It’s the net amount you need from your business sale to support your desired lifestyle post-exit, giving you the financial freedom to retire, reinvest, or pursue your next chapter with confidence.
Are you a business broker?
No. We are not business brokers. As Exit Planning Advisors, we collaborate with your broker, CPA, and legal team to ensure your entire exit strategy is aligned, especially around taxes, wealth transfer, and personal finance.
What does your service cost?
We believe good ideas — and great planning — have real value. That’s why we charge an upfront fee for our 6% Advantage™ process. This covers the strategy, analysis, and recommendations we create to help you exit your business with clarity, confidence, and significant potential tax savings.
If you’d like ongoing support after the planning phase, we also offer wealth management and investment services tailored to your needs.
When should you start planning your business exit?
Ideally, it’s most beneficial to start planning your exit 1-3 years before you plan to sell, but if you’re closer to the sale or already entertaining offers, there’s still time to benefit. Exit planning at any stage can reduce your tax burden, boost your confidence, and prepare you financially and emotionally for what’s next.
