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Succession and Exit Planning

Guiding Business Owners Through Successful

Succession and Exit Planning

As a Certified Exit Planning Advisor (CEPA), Andrew is equipped to help you consider all three elements of a successful business exit: 

The CEPA designation was developed and accredited by the Exit Planning Institute (EPI), which has developed a network of Advisors across the country.

EPI studies show that more than half of Business owners would prefer to transfer the business to their Families or Leadership Teams. If you are one of these owners, Andrew will expertly guide you through the process and questions to achieve that successfully

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The Second Wave Life:

Finding Purpose, Impact, and Fulfillment Post-Exit

The Second Wave Life: Finding Purpose, Impact, and Fulfillment Post-Exit is the highly anticipated sequel to Don’t Leave Life on the Table, the acclaimed first book by entrepreneur, exit planner, and M&A professional Andrew Williams.

While Don’t Leave Life on the Table introduced the importance of preparing personally for life after a business exit, The Second Wave Life takes that conversation deeper. At a time when hundreds of books focus on preparing a business for sale, this work continues to address the often-overlooked question of how entrepreneurs prepare themselves for what comes next.

In The Second Wave Life: Finding Purpose, Impact, and Fulfillment Post-Exit, Andrew explores the personal and professional questions faced by entrepreneurs and service firm partners as they approach and move beyond their exit. Building on the foundation of the Second Wave Process™, the book guides business owners through the realities of life beyond ownership, offering a framework to intentionally design the next chapter with purpose, meaning, and lasting fulfillment.

Schedule a Complimentary Discovery Session with Andrew

The best way to start is to simply schedule a discovery call to begin a dialogue to see how Andrew can assist your organization.