Kelly is an experienced M&A advisor and CEO of Step by Step Exit and Beacon Retirement Planning Group. After working with Tyler Smith, a Certified EOS Implementer, the need for EOS aligned exit planning was formed and Step by Step was launched.
Kelly holds the Certified Exit Planning Advisor (CEPA) designation, and in conjunction with EOS Implementers, assists business owners in optimizing transitions aligned with their goals. Kelly’s role includes strategic advice, valuations, buyer/target identification, deal negotiations, and overseeing transaction processes with his team.
Step-by-Step Exit™️ integrates the Value Gap Assessment with the EOS®️ Tools, Model and Process to guide business owners through a successful M&A transition.
The process begins by completing an “Organizational Checkup” style survey known as the Value Gap Assessment (VGA). The VGA assesses the gap between the current business value and the owner’s financial goals.
Our Step-by-Step Proven Process leverages the V/TO® to maximize exit value and prepare for due diligence. By completing the “101 Rocks”, which includes establishing the Six Trusted Advisors™️ and “letting go of the vine”, your legacy and freedom are ensured.
Key Takeaways:
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