From Growth to Exit Planning

Through our personalized, consultative approach coupled with the limited number of clients we take on, this allows us to be all things to each client.

By growing your business’ value through our dynamic six step process, our goal is to make an impact that is measurable and memorable for you, your business and your family.


We help you identify the value of your business now, determine what it needs to be in the future, and what the key drivers are to increase value and/or optimize operations well in advance of a potential transition.

Growing and Optimizing the Business

By implementing key processes to address gaps and opportunities, we can help improve value by enhancing differentiators within your current business.

Refining your “Thinking”

We will work with you to adjust your original thinking and hone in on a desired transition date and comprehensive strategy for existing the business.​


Your professional exit team will be established so together, we can focus on the personal and professional details to ensure this process will not disrupt your key customers, employees, and family.

Deal Execution

As a team, we will negotiate the price, terms and conditions of the sale. In addition, we will help identify the right buyers and ensure all requirements are organized from the signing of the deal to the deposit of the sale proceeds.

Implement the Post Transition Plan
In this last phase, we will implement an optimal asset allocation strategy to address your desired cash flow needs. From bookkeeping and travel management to concierge health and ongoing family support, our team will be there to help support your ongoing wealth goals for you and your family.

Relatively small improvements in Multiple & EBITDA can have a substantial impact on a company's value.

5 x $1.5 million= $7.5 million

Exponential Impact on Valuation

6.0 x $1.75 million = $10.5 million

Lifting the Multiple from 5x to 6x and improving EBITDA by $250k creates $3.0 million in value!

Homer Smith | 3010 Harborview Drive, Suite 202, Gig Harbor, WA 98335 | (253) 236-7000

David Stuehling | 2754 NW Crossing Drive, Suite 204, Bend, OR 97703 | (541) 210-5600 

 Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.