As a Certified Exit Planning Advisor (CEPA), Andrew is equipped to help you consider all three elements of a successful business exit: 1) A plan for the business to ensure ongoing success 2) a personal financial plan for you and 3) a personal life plan for your next act.
The CEPA designation was developed and accredited by the Exit Planning Institute (EPI), which has developed a network of Advisors across the country.
EPI studies show that more than half of Business owners would prefer to transfer the business to their Families or Leadership Teams. If you are one of these owners, Andrew will expertly guide you through the process and questions to achieve that successfully
“Don’t Leave Life on the Table” is the acclaimed first release from Entrepreneur, Exit Planner and M&A professional Andrew Williams.
While there are hundreds of books about how to prepare your business for sale, this is the first to specifically address how the Entrepreneur prepares themselves for the next season of life.
In “Don’t Leave Life on the Table” Andrew explores personal and professional questions faced by entrepreneurs or Service firm Partners who are preparing to exit their companies. “Don’t Leave Life on the Table” walks business owners through the “Sojourner process™” – different facets of the decision to enter life beyond business ownership. The journey provides a framework to think through what it means to exit your business and begin the next chapter of your life with purpose and meaning.
The best way to start is to simply schedule a discovery call to begin a dialogue to see how Andrew can assist your organization.
Andrew helps Business Owners grow and harvest Shareholder value. As a critical part of this, his passion is helping business owners and leaders identify and live their purpose in the next seasons of their lives.