If You’ve Thought About Retiring From Your Business
The Countdown To Your Exit Has Already Begun
Schedule a free, confidential conversation with a CEPA-certified planner to explore strategies that may help prepare your business for transition.
Why consider help with business exit planning?
For many owners, the business isn’t just a source of income—it’s their primary retirement asset and a deeply personal part of their identity. That’s why planning an exit 3–10 years before retirement is so critical. This window gives you the privacy, discretion, and clarity needed to address the issues that matter most:
- Understanding tax implications
- Securing reliable income replacement in retirement
- Strengthening valuation
- And preparing for either a family succession or a future sale
Just as staging can improve a home’s sale, planning can help prepare your business for transition.
With enough time, you can shape the business into one that transitions smoothly, protects your legacy, and helps you work toward an exit strategy aligned with your goals.
What Does a Consultation Look Like?
We offer confidential conversations with a CEPA certified Business Exit Planner who also serves as a Financial Advisor to discuss generally what is to be expected in a business transition.
They are usually also accompanied by a CPA tax professional from our Stone House TBMA team with years of experience in helping individuals with businesses, multiple incomes, and other unique tax situations.
If your exit is on the horizon—whether through succession or a sale in the next 3–10 years—we’ll walk through these essential topics in your initial FREE conversation.
Taxes
Understand how much you will owe in the sale of or retirement from your business.
Business Value
See where you can potentially boost or maintain value in the business as much as possible between now and the exit.
Retirement Savings
Build a retirement plan around your current savings and what potentially could be earned from the sale of your business.
The Right Successor / Buyer
Identify what you value most in your legacy for the business once you exit.
Transitioning Out
You've been a key part of the business's operations, and it's time to plan who will take over with your exit.
A Clearer Path
Putting all the pieces together can be overwhelming. Let our team help bring everything under one plan, so it's cohesive and aligns with your goals.
Meet Your Exit Team
Build an exit plan with experienced professionals who understand the complexities of business transitions.
BOB BROWN, CFP®, CEPA®
Partner & Cofounder of Stone House Investment Management / Business Exit Planner
BEN DENAULT, CPA
CEO of Stone House Tax, Business & Municipal Accounting (TBMA)
RAYMOND “SCOTT” STONE
Partner & Cofounder
JOHN BURKE
Partner
KIRK LUNGER
Partner
SAYER MARTIN, CFA
Chief Investment Officer
CANDICE LIGHTFOOT
Chief Compliance Officer
KURTIS MEDEIROS
Director of Mergers, Acquisitions, & Recruiting
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CEPA® is a registered trademark of the Exit Planning Institute, which authorizes use of the mark by individuals who have successfully completed its certification requirements.
Watch Us In Action
Subscribe to us on YouTube to see updates as they release!
How Business Owners Can Maximize Their Company’s Value Before Retirement
If you’re a business owner, your company may be your largest asset — and one of the biggest levers in your retirement plan. But most owners often leave value on the table.
In this Blue Collar Wealth segment, Scott Stone, John Burke, and Bob Brown, CFP®, CEPA® break down the often-overlooked drivers of business value — the ones that impact not just the sale price, but the freedom, time, and opportunities you may gain on the other side.
Preparing for Retirement After the 2025 Tax Bill — What the New Rules Mean for Your Next Chapter
In this episode of Blue Collar Wealth, hosts Bob Brown, CFP®, CEPA®, Britt Doman, and Ben DeNault, CPA, discuss the significant tax changes that took effect in 2025 and how they may affect individuals preparing for retirement. The conversation focuses on how these changes may influence income planning, deductions, and timing decisions for retirees and near-retirees.
Business owners preparing to exit within the next five years should listen closely beginning around minute 23, where the discussion turns to tax structure, valuation considerations, and may affect long-term results depending on your situation.
How to Optimize Your Life After Retirement: Finding Purpose, Structure, and Joy Beyond Work
What happens when the career ends — but life keeps going?
In this Blue Collar Wealth conversation, Bob Brown, CFP®, CEPA®, John Burke, and Scott Stone unpack what it really means to optimize your life after retirement — because financial planning is only half the equation.
Videos are provided for general informational and educational purposes only. They are not intended as personalized investment advice, nor should they be construed as a guarantee of results. Past performance is not indicative of future results.
Hypothetical examples; results may vary, and results are not guaranteed. Tax outcomes and recommendations may not be appropriate for all investors.
Start Planning with an Easy, Confidential Conversation
We’ll be in touch to schedule around your availability.
Once we receive your form, a Stone House Advisor will reach out to schedule your private appointment.
Exit Planning is as unique as it gets. There is no cost to this initial conversation as we are both trying to determine your best path forward. Any cost or fees would be disclosed and agreed to ahead of moving forward.
We look forward to connecting with you.
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This material is for informational purposes only and should not be construed as personalized advice. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results.
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