Exit On Your Terms
Every business owner will exit their business, but not everyone will exit on their terms. Take the first step toward exiting on your terms with a Certified Exit Planner.
“I wish I had taken this step 10 years earlier”
Whether business owners are looking to leave a legacy, protect their employees, or provide confidence to their families, Simplicit Financial helps them take control by creating a roadmap to exit their business based on personal goals.
Business owners maximize their business value before and after the sale by establishing transition goals and tactics for a more confident future.
Take the first step toward exiting on your terms.
Working with Simplicit Financial You Will:
Gain Clarity and Confidence
Create a Tangible Map To Reach Your Goals
Maximize the Value of Your Business For You
Protect Your Most Valuable Employees
I'm Kate Seastone, CEO of Simplicit Financial, Certified Exit Planner, MBA and Certified Financial Planner ®. For clients who care about their employees and want to maximize the value of their business for their loved ones, Simplicit Financial helps create certainty. We do this by assessing where you are, your business’ value, establish specific goals, and create a strategic roadmap that is right for you, your family, and your business. I’m proud that my clients feel confident in referring me to their friends and colleagues. At Simplicit Financial, we guarantee clarity and confidence.
Exit Your Business On Your Terms.
Bert M., Multi-business Owner
“Kate paints a great visual. She is creative about helping you reach your goals. ”
Todd G. - Business Owner
“Kate brings to the table what I wouldn't see on my own.”
Schedule Your 20 Min Interview
If after our interview, we know we can create value, we’ll set up an initial meeting with you and your spouse.
Gain Clarity
During our initial meeting, we will review your Asset Map, discuss desired outcomes for both you and your spouse, and take a look at what an initial project may look like.
Move Forward in Confidence
As we engage in our first project, you will step away from uncertainty and begin to gain greater confidence in the plan.
