Are you a business owner looking to sell your company or transition the company to family members or key employees in the coming years? Morgan Stone is a Certified Exit Planning Advisor who is specifically trained in the field of business exit planning.

We utilize a specific and thorough business consulting process to help maximize the value of your business and achieve the specific goals you set forth. We will take you through formulated steps to determine if your business is sellable as is or if there are ways to improve your business value over the next several years so that:

  1. Your business is easier to sell, and
  2. You can achieve a higher sell price of the business.

Our Successful Business Exit Planning will determine where you are now, where you want to be, and develop the plan to get you from point A to point B with the end goal of an attractive, sellable business that provides you enough value to where you can lead the life you want to live after you sell your business.

Setup an appointment to discuss your business’ long-term financial goals today – contact us for more information!

Get to know our subject matter expert

W. Morgan Stone, CFP®, CEPA, MBA


  • Retirement Planning for Small Business Owners
  • Advanced Estate Planning and Gifting Issues
  • Risk Management Issues
  • Tax Planning Strategies
  • High Net Worth Families and Multi-Generational Legacy Planning
  • Exit Planning for Small Business Owners