Encompass Group
Build a Better Business.
Create Greater Personal Wealth.
Exit with Confidence.
Every business owner will eventually leave their business. The question is whether you'll do so with maximum value, financial security, and a clear plan—or leave those outcomes to chance.
At Encompass Group, we help owners increase business value, build wealth beyond the company, and prepare for a successful transition using CEPA® Exit Planning methodologies.
Clarity. Certainty. Control.
Have You Built Your Exit?
Most owners spend decades focused on growth, customers, employees, and operations. Few spend enough time preparing for the event that may have the greatest impact on their personal wealth—the transition of their business.
Many eventually discover:
- Their business is worth less than expected.
- Too much of their wealth is tied to the company.
- The business depends heavily on them.
- There is no succession plan.
- Retirement depends entirely on a future sale.
Why Exit Planning?
"Exit planning isn't about leaving your business. It's about building a more valuable business today."
A properly designed exit strategy helps:
The goal isn't simply to sell your business. The goal is to create choices.
The Three Gaps Most Owners Don't See
The Value Gap
The difference between what your business is worth today and what you need it to be worth.
The Wealth Gap
The difference between what you think you'll receive and what you'll actually keep after taxes.
The Freedom Gap
The difference between owning a business and being owned by your business.
Questions We Help Answer
The Encompass Group Difference
Most Advisors Focus on One Area. We Focus on Three.
Business Value
Through Consult Encompass, we help improve profitability, scalability, leadership development, and enterprise value.
Personal Wealth
Through Encompass Group, we help owners build wealth outside the business, improve tax efficiency, and create retirement income strategies.
Future Transition
We help prepare owners for succession, internal transfers, private equity opportunities, or third-party sales.
Consult Encompass
- Operational efficiency
- Profitability improvement
- KPI development
- Leadership development
- Succession planning
- Strategic growth planning
Encompass Group
- Tax-efficient wealth accumulation
- Retirement income planning
- Executive compensation strategies
- Key employee retention
- Asset protection and liquidity planning
- Legacy planning
Our Process
Discover
Understand your business, goals, and financial objectives.
Assess
Complete an Exit Readiness Assessment to identify risks and opportunities.
Design
Create a customized Value Acceleration and Wealth Coordination Plan.
Implement
Increase value, strengthen leadership, and improve owner readiness.
Transition
Execute your succession, sale, or retirement strategy from a position of strength.
The Outcome
When business value, personal wealth, and future transition are aligned, you gain:
Clarity
Know what your business is worth and what your future requires.
Certainty
Know whether you're on track to reach your goals.
Control
Make decisions because you want to—not because you have to.
Business Owner Exit Readiness Scorecard
How prepared are you to eventually exit your business? Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree).
Section 01
Personal Financial Readiness
Section 02
Business Value
Section 03
Owner Dependence
Section 04
Leadership & Succession
Section 05
Risk Management
Section 06
Exit Planning
Section 07
Value Acceleration (CEPA®)
Section 08
Personal & Family Alignment
Business Owner
Exit Readiness Scorecard
40 Questions • 3 Minutes
Evaluate your business value, owner independence, and personal wealth readiness to uncover your true exit options.
About Encompass Group
Encompass Group helps business owners build, protect, and eventually transition the wealth they've spent a lifetime creating. Our integrated approach combines:
"Because the most successful exits begin long before the transaction."
Ready to Find Out
Where You Stand?
If you exited tomorrow:
- What is your business worth?
- How much would you keep?
- Would you be financially ready?
- What would happen next?
Encompass GroupClarity. Certainty. Control.