Build Value. Protect Wealth. Exit on Your Terms.
You Built Something Valuable.Let's Make Sure You Exit With Everything It's Worth.
Most business owners spend years building a successful company β and less than a day planning how to leave it. The Business Owners Council is here to change that. We bring together a hand-picked team of financial, legal, and business experts to help you protect what you've built, maximize your business value, and transition on your terms.
Our collaborative network includes financial advisors, attorneys, tax specialists, valuation experts, and M&A professionals β all aligned to help business owners plan and execute successful transitions.
WHO WE SERVE
Built for Business Owners Who Are Serious About Their Future
BOC works with a focused group of high-achieving professionals who have too much at stake to leave their exit to chance.
Business owners generating $2M+ in annual revenue
Medical professionals β doctors, dentists, and practice owners
Pilots and high-earning aviation professionals
High-net-worth individuals and family offices
If you've spent years building wealth through your business, BOC has the expertise and the team to help you protect it.
How the consultation works
In 30 minutes, we cover the three things every business owner needs to know before they can build an effective exit strategy.
We begin by identifying your timeline, personal financial goals, retirement needs, and preferred transition options.
01 Β· Define Your Exit Objectives
Define Your Exit Objectives We begin by identifying your timeline, personal financial goals, retirement needs, and preferred transition options.
02 Β· Evaluate Business Readiness
Evaluate Business Readiness We review your key value drivers β including recurring revenue, management depth, financial performance, and risk exposure β to establish where your business stands today.
03 Β· Identify Your Asset Gap
Identify Your Asset Gap We determine whether your current company value supports your post-exit lifestyle β and what adjustments may be necessary.
04 Β· Build your Action Plan
You leave with a clear set of next steps β whether that's a full valuation, a legal review, or assembling your advisory team. No ambiguity, no hard sell.
The Problem we solve
75% of Business Owners Do Little or No Exit Planning
That's not because they don't care β it's because running a business leaves little room for anything else. But the decisions you make years before your exit will determine how much you walk away with, who takes over, and whether your legacy survives the transition.
The Business Owners Council gives you the team, the tools, and the strategy to do it right β well before you need it.
The longer you wait, the fewer transfer options you have
Without a valuation, you're guessing what your business is worth
Most owners overestimate their value β and underestimate retirement costs
An unplanned exit almost always means leaving money on the table
A consultation with BOC will help you:
Understand your business's current market value
Identify your asset gap and how to close it
Explore your exit options β sale, family transfer, ESOP, and more
Build a team and timeline around your specific goals
Not sure if this is for you? Use the form to request a consultation if it isnβt the right fit, weβll point you to better resources.
SERVICES OVERVIEW
One Council. Every Expertise You Need.
Exit Planning
A complete roadmap for transitioning your business β on your timeline, at your price, to your chosen successor.
Business Valuation
Know exactly what your business is worth today β and what it takes to increase that value before you sell.
Legal
Legal services led by a Certified Exit Planning Advisor β from buy-sell agreements to estate structuring.
Wealth & Estate Planning
Coordinate your exit and estate plans to protect your wealth, your family, and your legacy.
Advisory Board
A seasoned team acting as your board of directors, providing strategic guidance without the overhead.
Tax Advisory
Expert tax planning and compliance guidance from a CPA with deep experience in business combinations, income tax strategy, and middle-market transactions.
common questions
Questions about the consultation?
Here are answers to the most common questions professionals ask before booking.
Is the consultation really free?
Yes β completely. There is no cost, no obligation, and no pressure. The first conversation is simply an opportunity for us to understand your situation and for you to understand how BOC works. If we're a good fit, we'll tell you. If we're not, we'll point you in the right direction.
Who will I be speaking with?
You'll be speaking directly with a member of the BOC leadership team. Depending on your needs, that may be Glen Turner, Senior Partner and Managing Director at Eagle Harbor Advisors; Kelly Sturmthal, Attorney and Certified Exit Planning Advisor; Jeff Weiss, Managing Director at Sellside Group and seasoned M&A dealmaker; or Luke Haggerty, CPA with deep expertise in tax planning and business combinations. Every member of the BOC team is a senior professional in their field. You will never be handed off to a junior associate or a sales representative.
Do I need to prepare anything beforehand?
No preparation is required. It helps to have a general sense of your business revenue, your approximate timeline for exiting, and what your biggest concerns are β but if you don't have those answers yet, that's exactly what the consultation is designed to help you work through.
What happens after the session?
You'll receive clear next steps tailored to your specific situation β which may include a business valuation, an exit readiness assessment, a legal review, or an introduction to the right members of the BOC advisory team. There is no one-size-fits-all answer, and there is no hard sell. Just a clear, honest recommendation for where to start.
What size businesses does BOC work with?
BOC works primarily with business owners generating $2 million or more in annual revenue, as well as medical professionals, high-earning professionals, and high-net-worth individuals with complex financial planning needs. If you're unsure whether you're the right fit, reach out β we're happy to have that conversation.
Do you work with businesses outside of Florida?
Yes. While BOC is headquartered in Florida, we work with business owners across the United States. Our advisory services are not geographically limited β what matters is that you have a business worth protecting and a future worth planning for.
READY TO GIVE US A TRY?
Your Exit Deserves a Plan. Let's Build It Together.
Whether you're 2 years from selling or 10, the best time to start is now. The Business Owners Council will help you understand where you stand today β and map a clear path to the outcome you want.