IS NOW ACTUALLY THE RIGHT TIME TO SELL YOUR BUSINESS?

Plan Your Exit.

Profit From Your Business.

A winning exit strategy for business owners

with aspirations to sell

FREE GUIDE + CHECKLIST

Money management is not a distant dream.

You can create a solid foundation for wealth TODAY.

Business Owners' Must Have

Build Your Business

with a Successful

Exit In Mind

Women + Money Need To Know

3-Ways Wealth

Slips Through

Women's Fingers

Financial Advisors' Resource

Client Value-Add Conversation

Starters

Grasp the power of looking at your future with no limits.

Too much of our financial knowledge and expertise seems to exist “behind the scenes”—in boardrooms, accounting offices and investment banks. The industry jargon is mind-numbing and the complexities are endless.

As a result, most people just hand their power over to professional money managers and specialists. Owners of businesses take a back seat to their more financially savvy partners. And individuals, particularly women, simply avoid ever looking closely at their financial futures.

When It Comes To Money, The Default Position For Most People Is “Head In The Sand.”

Julia Kwinter and her team can help you avoid money mistakes by giving you the comprehensive tools and unbiased insights you need to understand and manage your money effectively.

Julia is your guide to navigating financial complexities.

I GET IT

Financial lingo can be intimidating, and I

saw the gap in right-size information for

small and medium-sized business owners.

You can untangle complex financial

situations

Let's do this. Together.

DISCOVER YOUR PATH TO AN EXIT

Is Now the Right Time

To Sell Your Business?

All Systems Go. Ducks in a Row. Hold Your Horses.

I wish I had The Exit Strategy Formula a year and a half ago because it would have helped me through this process from the beginning. There are so many resources for big companies but not one single thing that could help an entrepreneur like myself with our small business venture. If only someone had told us about this resource sooner.

- Confidential Founder of a Consulting Business

What can i help you with?

i need help

getting started

Snag our FREE Exit Strategy

Starter Guide and Checklist

I DON’T KNOW WHAT INFORMATION TO PROVIDE TO A BUYER

Explore the Exit

Strategy Formula

I NEED HELP PUTTING A VALUATION ON MY BUSINESS

Watch our free 60-minute training on the one formula you need

Dive Into the Blog

DEMYSTIFY THE BUSINESS SELLING PROCESS

(INSIDE THE EXIT STRATEGY FORMULA)

Do you have ASPIRATIONS to sell your business? Or you got an offer from a potential buyer but don’t know where to start? Maybe you want right-sized intel for entrepreneurs (not accountants)? If you’re answering “YES” over

there – I have just the thing for…

Legit Ways

Entrepreneurs

Can Increase

Their Valuation

check out these

1. 3 mistakes you might

be making if you have

a shotgun clause

I got a frantic call from a client

a few years back...

2. what is business valuation exactly?

Here's a beginner's guide

Identifying the true value of a

business can help...

3. Sell My Business? 5 Reasons

Why Small Business

Owners Should Hold On

You understand that part of success is

knowing if and when to move on...

Is now ACTUALLY

the "Right Time"

to Sell Your Business?

Try my assessment tool to discover your path

to an exit.

Is now ACTUALLY

the "Right Time"

to Sell Your Business?

Take my quiz to discover your path

to an exit.

Together we’ll map out and navigate your financial landscape so that you can gain true control of your future.

We’ll share key financial insights and teach you how to use effective money management products that are strategic, straightforward, and easy to implement.

Let’s get started.

Together we’ll map out and navigate your financial landscape so that you can gain true control of your future.

We’ll share key financial insights and teach you how to use effective money management products that are strategic, straightforward, and easy to implement.