Top advisors focused on business exit / sale strategy in the US
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.
Selling your business is a major financial event that requires careful timing and tax planning to maximize your proceeds. Without a clear exit strategy, you risk leaving money on the table or facing unexpected tax burdens.
- Valuation approach. Ask how they determine your business's worth and whether they consider market conditions and future earnings potential.
- Tax impact planning. Confirm how they plan to minimize taxes from the sale, including capital gains and potential state taxes.
- Post-sale cash flow. Discuss how they help manage your finances after the sale to maintain your lifestyle and invest proceeds wisely.
- Transition support. Check if they assist with succession planning or reinvesting sale proceeds to align with your long-term goals.
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, leveraging 42 years of experience to guide high-net-worth clients through complex transitions. Based in New York, she offers comprehensive financial planning and discretionary portfolio management through Seasons of Advice Wealth Management, which employs a life-cycle investment approach, distinguishing her from advisors who may focus solely on transactional aspects without integrated post-sale financial management.
Experience: 42 years
Avg account: $1,365,716
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Kristin M
Series 66
Mt Pleasant, SC
Primerica Advisors
Kristin Manna specializes in business exit and sale strategy, offering flat-fee consulting that ranges from $500 to $25,000, which can be advantageous for clients seeking predictable costs. With a Series 66 designation and experience at large firms like Park Avenue Securities, she also brings expertise in tax-loss harvesting and serves self-employed business owners, differentiating her through a combination of specialized services and a broad retail client focus in Mt Pleasant, SC.
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 valuation, tax planning, and post-sale financial management. Operating from Sanctuary Advisors, a large firm offering flat-fee and AUM-based pricing, he serves a diverse clientele including business owners and retirees, distinguishing himself with expertise in retirement income and alternative investments.
Experience: 26 years
Avg account: $1,618,113
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Amanda Q
Series 66
Richmond, VA
Wells Fargo Advisors
Amanda Quicke's 18 years of experience and expertise in business exit and sale strategy make her well-equipped to guide clients through the complexities of selling a business, including valuation and tax impact planning. Based in Richmond, VA, she operates within Wells Fargo Advisors, a large firm serving high-net-worth clients, offering a broad range of investment and fee-based financial planning services tailored to affluent individuals and trusts.
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 expertise in retirement income and tax-efficient charitable giving, which can support comprehensive exit planning. 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 personalized, flexible engagement compared to traditional fee structures.
Experience: 1 year
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