Top business exit / sale strategy financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You need a business exit or sale strategy advisor when you're preparing to sell your company or transition ownership, a process that involves complex financial and tax decisions. Without focused expertise, you might overlook timing or tax implications that could significantly reduce your net proceeds.
- Exit timing insight. Ask how they evaluate market conditions and your business cycle to recommend the best time to sell.
- Tax impact planning. Confirm they analyze capital gains, ordinary income, and potential tax deferral options specific to business sales.
- Deal structure guidance. Look for advisors who discuss how different sale structures affect your cash flow and long-term financial goals.
- Post-sale wealth management. Ensure they consider how to invest and protect your proceeds after the sale to support your future plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sally H
Series 63, Series 65
New York, NY
Seasons of Advice Wealth Management
Sally Hyman specializes in business exit and sale strategy, bringing 42 years of experience and a deep understanding of tax impact planning and deal structure guidance essential for maximizing sale proceeds. Based in New York, she serves high-net-worth clients through Seasons of Advice Wealth Management, which employs a life-cycle investment approach and offers discretionary portfolio management, setting her apart with comprehensive post-sale wealth management services.
Experience: 43 years
Avg account: $1,365,716
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Kristin M
Series 66
Mt Pleasant, SC
Guardian Life
Kristin Manna specializes in business exit and sale strategy, offering flat-fee consulting through Primerica Advisors, a large firm with diverse brokerage and advisory services. With a Series 66 designation and experience at Park Avenue Securities, she combines financial planning with tax-loss harvesting expertise. Her background as a founder and self-employed professional adds practical insight, distinguishing her from advisors focused solely on investment management.
Experience: 1 year
Avg account: $230,599
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Geoffrey T
Series 66
Chicago, IL
Sanctuary Advisors, LLC
Geoffrey Tomes specializes in business exit and sale strategy, leveraging 26 years of experience and a Series 66 designation to guide clients through complex financial decisions. Based in Chicago with Sanctuary Advisors, a large firm offering flat-fee and AUM-based pricing, he also brings expertise in retirement income strategy and private investments, serving diverse clients including business owners and retirees.
Experience: 26 years
Avg account: $1,618,113
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Amanda Q
Series 66
Richmond, VA
Wells Fargo Advisors
Amanda Quicke specializes in business exit and sale strategy, leveraging 18 years of experience and a Series 66 license to guide clients through complex financial decisions involved in selling a business. Based in Richmond, VA, she operates within Wells Fargo Advisors, a large firm serving high-net-worth clients, which provides access to proprietary research and tailored financial planning services, distinguishing her from advisors at smaller firms or with less specialized resources.
Experience: 18 years
Avg account: $514,335
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Keith E
CFP®
Pittsburgh, PA
Keith L. Eliou, CFP
Keith Eliou specializes in business exit and sale strategy, offering insights into retirement income and tax-efficient charitable giving, which are crucial when planning a business sale. Based in Pittsburgh, PA, he is a CFP®-certified independent advisor with a unique background in law and real estate, charging an hourly financial planning fee of $250, which may appeal to clients seeking detailed, personalized guidance with a focus on institutional and pooled investment accounts.
Experience: 2 years
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