You didn’t build your business to walk away without a plan. But too many owners do, leaving value on the table, relationships strained, or transitions filled with regret.
At Woolman Financial Group, we believe your business exit deserves as much intention and care as your business growth. Whether you're planning to exit in 3 years or 13, now is the time to design your strategy.
We help business owners create tax-efficient, value-driven exit plans that honor their life’s work and empower their next chapter.
You’re not just planning a transition. You’re protecting people, purpose, and peace of mind. And when it’s done well, your exit becomes a gift to everyone it touches.
Because exiting your business isn’t an ending. It’s the beginning of something more.
With over 50 years of combined experience and Certified Exit Planning Advisor (CEPA) credentials, our team brings the financial, emotional, and operational clarity business owners need during one of the most defining transitions of their lives.
Gary Woolman and our team don’t just run numbers. We understand the relationships, identity, and legacy tied to your business.
Whether your goal is to transition to family, employees, or a third-party buyer, we help you navigate every phase with empathy, precision, and perspective.
A successful exit doesn’t happen by accident. It happens with clarity, alignment, and time.
That’s why our process begins well before the transaction.
Step 1: Exit Readiness Assessment
We start by listening. Not just to your numbers, but your hopes, concerns, and definition of success. We evaluate both your business and personal financial situation to identify gaps and clarify goals. This helps determine optimal timing and uncovers blind spots before they become roadblocks.
Step 2: Business Valuation and Value Driver Analysis
We assess what your business is currently worth and what could increase its value. Many owners are surprised to discover how much unrealized potential exists—and how early adjustments can yield massive impact.
Step 3: Tax Strategy Design
We collaborate with your tax and legal team to minimize tax exposure and maximize your after-tax proceeds. A well-structured plan may reduce unnecessary tax exposure, potentially resulting in significant long-term savings depending on your situation.
Step 4: Succession and Transition Planning
We help you identify successors and map out transition strategies that protect culture, people, and continuity. Whether you're handing off to family, a partner, or a buyer, we help ensure your legacy doesn't unravel.
Step 5: Implementation and Coordination
We work alongside your CPA, attorney, and internal team to bring your plan to life. We guide the process so your team stays aligned and your exit remains smooth.
If you’re like most business owners, you may be asking:
Will I get fair value for what I’ve built?
How do I even begin this process?
What will happen to my employees and customers?
How much will taxes cost me?
Will this transition create tension in my family?
These are not just financial questions. They are deeply personal. And they deserve thoughtful answers.
We help you navigate the complexity with confidence.
Business exit planning with Woolman Financial Group means:
Confidence in Value: Know what your business is worth and how to enhance it.
Tax-Smart Planning: Reduce tax exposure and keep more of what you’ve earned.
Clarity About the Future: Understand your personal financial outlook post-exit.
Protection of What Matters Most: Transition smoothly while preserving relationships, reputation, and values.
Trusted Coordination: We align all parties involved: your family, team, and advisory circle.
The result is more than a transaction. It’s a transition that reflects who you are and what matters most.
Whether you're focused on financial optimization, preserving family harmony, or simply doing right by your people, our process is designed for more than outcomes. It's designed for you. It’s a transition that reflects who you are and what matters most.
You don’t need to have all the answers. You just need a guide who knows the right questions to ask.
Waiting too long limits your options. Planning early gives you time to be strategic-and generous-with your next chapter. Whether your timeline is two years or ten, the best time to start planning is now. Let’s protect what you’ve built and design a future that honors it.
20 minutes to explore how to approach your business exit with clarity and purpose.
The information provided on this site is for educational purposes only and is not intended as investment, tax, or legal advice. Please consult your qualified professional before making any financial decisions.
Testimonials represent individual client experiences and do not guarantee similar outcomes. No compensation was provided for these testimonials.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 900 East 96th Street, Suite 300, Indianapolis, IN 46240, (317) 469-9999. Woolman Financial Group is not a subsidiary or affiliate or MML Investors Services, LLC or its affiliated companies.
CRN202504-2333515
