Exit Planning for Business Owners in Tulsa, OK
Most business owners spend decades building their company — but very few ever build a plan for leaving it. We help you put the right people and the right strategy in place, so when the time comes, you're ready.
Most Business Owners Aren't Ready — Here's the Data
According to the Exit Planning Institute, 70–80% of businesses that go up for sale never actually sell. About 80% of business owners have never sought advice about how to transition out of their business, and 88% have no written plan for what happens next. For most owners, 80–90% of their net worth is tied up in the business itself — making it the single biggest piece of their retirement plan, whether they've treated it that way or not.
These numbers aren't meant to scare you — they're meant to show you how rare real preparation is, and how much of an advantage it gives you.
We Quarterback the Process
Exit planning touches a lot of moving parts — legal structuring, business valuation, tax strategy, and personal financial planning. No single advisor does all of it well. Our role is to coordinate the right team around you — including attorneys, CPAs, valuation specialists, and fractional CFOs as needed — so every piece of the plan supports the retirement and legacy goals we're already helping you build.
ACT Wealth Strategies does not provide legal, tax preparation, or business valuation services. We coordinate financial planning alongside qualified third-party professionals as part of a comprehensive strategy.
Does a financial advisor handle exit planning?
Financial advisors don't typically handle every part of exit planning — that work usually involves attorneys, accountants, and valuation specialists. What a financial advisor can do is coordinate that team and make sure your business transition lines up with your personal retirement and tax plan.
What is a CEPA?
CEPA stands for Certified Exit Planning Advisor, a credential from the Exit Planning Institute. It's held by advisors who've completed specialized training in helping business owners prepare for a successful transition.
How early should a business owner start exit planning?
Most planners recommend starting at least 3–5 years before you intend to leave your business, since building transferable value and assembling the right team takes time.