Business Exit Planning for Maximum Value Enhancement
Discover how we help business owners transition smoothly
Value Enhancement?
Value Enhancement (aka) Exit planning is a strategic process that helps business owners maximize their company’s value, ensure financial security, and create a smooth transition when they decide to sell, retire, or transfer ownership. It involves financial analysis, operational improvements, and risk management to optimize both current profitability and future exit outcomes.
The importance of exit planning
Exit planning isn’t just for those selling—it’s a proactive strategy for maximizing both current profitability and future business value. By identifying inefficiencies, strengthening competitive positioning, and reducing risks, owners can increase profits today while making their business more attractive to buyers or successors.
Value Enhancement Project Phases
Evaluate Your Potential & Close Your Business’s Profit Gap
Protect What You Have & Close Your Business’s Value Gap
Cycle Through Continuous Improvements & Close Your Wealth Gap
Our Expert Team
Bruce Berry, CPA, CEPA
Executive Vice President, Tax
Bruce A. Berry is the Executive Vice President of Tax at Whalen CPAs. He consults with clients on succession planning and exit strategies, key performance indicators, dashboard reporting, profit enhancement, cash flow improvement and business acquisitions and growth. Bruce has more than 30+ years of experience in the accounting industry and has spent 32 of those years with Whalen CPAs.
Laurie Morgan, M.S., D.D.S., M.Ed, CEPA
Expert Consultant
There are three constants for any dental practice: Dirty Teeth, Collection Issues, and Debt. I know those rang true for me. Entering the world of dentistry after acquiring my M.S. in Pathology and my D.D.S. from The Ohio State University, I faced one glaring problem. My education equipped me with the knowledge to help patients achieve exceptional dental health, but did not prepare me for the intricacies of running a business.
The Whalen Difference
We provide a full-spectrum solution through our expertise in accounting, tax, and business advisory services. With decades of experience and a commitment to continuous education—including our robust Certified Exit Planning Advisor (CEPA) training—we ensure our clients receive the highest level of strategic guidance.
Our customized approach means no two businesses are treated the same. We develop tailored action plans based on your unique goals and challenges, offering ongoing support at every stage—from growth and profitability enhancement to seamless exit planning. Whether you’re building value today or preparing for a transition, we help you navigate the journey with confidence.
Unlock Your Business’s Full Potential
Download Our Exclusive Value Enhancement Magazine!
Get access to powerful self-assessment tools, expert exit planning insights tailored for the restaurant and dental industries, and exclusive strategies from our Certified Exit Planning Advisors, Bruce Berry and Laurie Morgan. This must-read guide will help you identify business gaps, maximize value, and plan for a successful transition.