Exit planning,
The right way.

Devoted to your outcome.
By your side, long before a sale.

Discover
A Better Starting Point

The best exit conversations usually begin before the owner is ready to leave.

Why Start Now

Most owners wait until something pushes the issue.

A buyer reaches out.
Retirement starts feeling closer.
A key employee leaves.
The business becomes harder to run.
Family succession becomes uncertain.

You do not need to be ready to sell to start making better decisions.

↗ See how exit planning works

Four questions every owner eventually needs to answer.

Looking for guidance?

Value

What could the business realistically be worth to a buyer?

Proceeds

What would you likely keep after taxes, fees, structure, and transaction costs?

Readiness

Would a buyer see a strong company, or a business still too dependent on the owner?

Life After Sale

Would the outcome support the retirement, family goals, and next chapter you want?

Meet Keith Veres,
Your Certified Exit Planner

Most sale conversations focus on the deal. Keith starts with what it means for you.

A business sale is not just a transaction. It affects taxes, retirement, income, family planning, employees, identity, and the owner’s future after the closing.

The question is not only “Can I sell?” It is “Would selling actually accomplish what I need it to accomplish?”

↗ Meet Keith
Keith A. Veres, CPA, CGMA, CEPA
Credentials & Affiliations CPA, CGMA, and CEPA certifications Mercyhurst University, Business Brokers of Florida, IBBA, M&A Source, EPI, AICPA, and FICPA
Keith A. VeresCPA · CGMA · CEPA
30+

Years of experience across accounting, wealth advisory, exit planning, and M&A.

CPA · CGMA · CEPA

Financial, management, and exit planning credentials in one advisory background.

Personally Led

Every conversation is handled directly by Keith.

Private

No pressure to sell, and no obligation to move forward.

Plan first.
Sell when it makes sense.

For many owners, the right first step is not going to market. It is understanding the business, the numbers, the timing, and the personal outcome.

  1. 01
    The Front Door

    Exit Planning

    For owners who are beginning to think about retirement, succession, or a future sale.
  2. 02
    The Destination

    Selling Your Business

    When planning leads to a sale, Keith helps owners navigate the transaction process through his affiliation with Edison Business Advisors.

A clear way to think through a complicated decision.

↗ View the Process
01

Understand

Clarify your goals, timeline, concerns, business value, and personal financial needs.

 02

Prepare

Identify what needs to be improved, documented, cleaned up, or strengthened before a transition.

 03

Decide

Choose the right path based on facts, not pressure.

Understand your options before making a decision.

↗  Start a Private Conversation
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