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JAMES GORZYNSKI

Certified Exit Planners

Short Bio

-Background in accounting, finance, fractional CFO, data analytics

-Former business owner, and ran several companies

-Our goal is to maximize value, minimize taxes, provide clarity, and ensure it’s easy to work with us and our referral partners


About My Business Owner Services

Business Brokerage

-Valuation

-Brokerage services, (sell side), bring buyers to you (business listing, contract negotiation, due diligence management)

-Acquisition advisor & opinion of value (buy side)

Certified Exit Planning Advisor (CEPA)

-Discovery assessment (identify the ownership’s goals)

-Exit planning & value advisory services (improve the attractiveness of your business) GROW or EXIT


What Types of Businesses Am I Best Able to Help?

Small to mid size business owners

Size = 500k to 25MM

Industry = Agnostic

Location = anywhere in the US (we work primarily in the Southeast, Midwest, and East Coast)


Types of Clients

Business Owner Ready Now = owner is ready to sell / exit the business short term (6 months to 24 months)

Business Owner Planning for Exit Down the Road = 24 months to 15 years

Investor (pre-acquisition) = Planning the Exit Before They Acquire the New Business

Buy side (pre-acquisition) - how to structure a deal, due diligence, valuations

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Short Bio

-Background in accounting, finance, fractional CFO, data analytics

-Former business owner, and ran several companies

-Our goal is to maximize value, minimize taxes, provide clarity, and ensure it’s easy to work with us and our referral partners


About My Business Owner Services

Business Brokerage

-Valuation

-Brokerage services, (sell side), bring buyers to you (business listing, contract negotiation, due diligence management)

-Acquisition advisor & opinion of value (buy side)

Certified Exit Planning Advisor (CEPA)

-Discovery assessment (identify the ownership’s goals)

-Exit planning & value advisory services (improve the attractiveness of your business) GROW or EXIT


What Types of Businesses Am I Best Able to Help?

Small to mid size business owners

Size = 500k to 25MM

Industry = Agnostic

Location = anywhere in the US (we work primarily in the Southeast, Midwest, and East Coast)


Types of Clients

Business Owner Ready Now = owner is ready to sell / exit the business short term (6 months to 24 months)

Business Owner Planning for Exit Down the Road = 24 months to 15 years

Investor (pre-acquisition) = Planning the Exit Before They Acquire the New Business

Buy side (pre-acquisition) - how to structure a deal, due diligence, valuations

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  • Advisor Type: Exit Planner / Value Advisor
  • Website:
    https://certifiedexitplanners.com/
  • Phone: +1704-336-9005
  • City: Fort Mill
  • State: South Carolina
  • Postal Code: 29708
  • Country: United States
  • Designations: CEPA
  • Markets Served: North Carolina, South Carolina, Virginia, Georgia, Florida, Tennessee
  • Company Name: Certified Exit Planners