Exit Planning Team™
Maximizing business value, minimizing taxes. We help car wash owners and small businesses achieve successful exits with expert guidance and effective tax strategies.
We Are Different
“If you want to teach children about taxes, eat 30% of their ice cream.” – Warren Buffett
We are business exit planners with a mission to begin exit tax planning today as a top priority.
A Tale of Two Business Owners
Same Beginning
Two ambitious graduates start businesses with similar advisor teams.
Different Approaches
One prioritizes immediate income. The other focuses on growth and tax planning.
Divergent Outcomes
First owner receives disappointing offers. Second exits successfully.
The Difference? Knowledge and Action
Understanding Options
Knowing your exit strategies today impacts future financial freedom.
Taking Action
Willingness to implement strategic planning makes all the difference.
Making a Choice
Which owner would you like to be?
The Exit Planning Challenge
%
Business Net Worth
Of a small business owner’s net worth is tied to their business.
%
Exit Regrets
Regret their exit due to lost value, high taxes, or poor planning.
%
Need Guidance
Most owners know they need an exit plan but struggle to create one.
You Speak; We Listen
Free Assessment
22-question Exit Readiness Assessment to understand your goals.
Expert Consultation
Free Zoom debriefs with a certified exit planner.
Strategic Workshops
Fee-based workshops to craft winning exit and tax strategies.
Our Proven Process
The Exit Map ®
Express planning to create a business exit Action Plan.
Exit Tax Savings
Strategic tax minimization to maximize exit value.
Implementation
Execute strategies to optimize value and minimize taxes.
Meet Our Core Team
Tom Ledbetter
Founder, J.D., LLM in Tax, CEPA®
Former tax lawyer and car wash owner with 30+ years of tax planning experience.
Brad Ruth
CBI & CEPA®
M&A Advisor and Business Consultant with extensive experience.
Julie Ledbetter
Administrator
Administrator with 15 years of leadership support experience and operational efficiency.
01
Request Assessment
Begin the free process with a simple link.
02
15-Minute Questionnaire
Complete 22 items with no confidential information required.
03
Receive Report
Get your 12-page report within one business day.
04
Review Readiness
See your overall preparedness and exit readiness summary.