Welcome!

If you’re wondering how ExitPromise.com became a trusted resource for business owners, here’s our story.

In the summer of 2008, after nearly two decades in my tax and financial planning practice, I began exploring how to better serve business owners by delivering financial guidance online. Together with a college intern, we launched a research project that laid the groundwork for ExitPromise.com. A couple of years later, inspired by countless candid client conversations, we turned this vision into reality.

The Promise Behind ExitPromise

In the early 2000s, while supporting business owners with tax and financial advice, I frequently assisted in business sales, often in partnership with other advisors. Over time, I began representing clients as their lead advisor or broker, and a common theme emerged in every conversation.

Business owners would often express some form of this sentiment:
“Oh no, we’re going to have to change this deal. I promised [insert: two employees, my partner, my children, etc.].”

These “promises” were commitments they’d made to others while building their businesses, and honoring them became crucial as they prepared to sell. Equally, many business owners had also “promised” themselves they’d sell a valuable business to ensure a comfortable retirement, only to find out too late that their businesses weren’t financially appealing or valuable to buyers.

These experiences revealed that many business owners lacked the financial, tax, and M&A expertise needed to grow, capitalize, and ultimately sell a valuable business. Without the right guidance, keeping their promises was out of reach—so I set out to change that.

In 2009, I sold my practice to dedicate myself fully to helping business owners fund, grow, and prepare for a successful sale or transfer. A year later, we launched ExitPromise.com to provide business owners with online access to accredited investors, professional advisors, and resources to achieve their goals.

Since then, we’ve built a network of several hundred accredited investors and professional advisors who have collectively assisted more than one million business owners. Today, ExitPromise offers free tools, hundreds of articles, and Q&A opportunities with our expert network, all aimed at helping business owners succeed.

We’re here for every business owner who raises their hand for guidance. Join us and discover how ExitPromise can support your journey.