Build a More Valuable Business and a More Confident Exit
Exit planning helps business owners strengthen the value of their company, align their personal and financial goals, and prepare for a transition on their own terms.
Most owners exit once. The consequences last a lifetime.
Our Exit Planning Approach
At Harvest, exit planning is integrated financial planning for business owners. Our structured, practical process connects business value, personal goals, and financial readiness to give owners clarity and control.
Our work often includes the following:
1
Business Value Assessment
Understanding what your business is worth today and what drives transferable value.
2
Value Acceleration Planning
Identifying practical steps that can increase value and reduce risk over time.
3
Wealth Management
Customized investment strategies anchored by a disciplined policy and tactical asset allocation to keep your portfolio aligned with evolving goals.
4
Coordinated Advisor Team
We collaborate with your CPA, attorney, consultants, and other advisors to ensure strategy is aligned and executed thoughtfully.
5
Ongoing Decision Support
At key decision points (grow, transition, sell, recapitalize, or hold) we help you evaluate options through both a business and personal lens.
Meet Marc Henn, our CEO and the leader of our multi-family office.
With over 30 years of experience in multi-family office and wealth management, Marc Henn brings unique insights and fresh thinking to every partnership.
Why Work with Harvest?
Exit planning touches every dimension of a business owner’s life. That’s why it belongs inside a comprehensive financial planning relationship. When you work with Harvest, you gain:
An Integrated Perspective
We connect business strategy with personal financial planning.
A Fiduciary Standard
Our advice is centered on your long-term interests, not on a transaction.
Calm, Experienced Guidance
Major transitions can feel emotional and complex. We help you move forward deliberately.
Continuity Before and After the Exit
Whether you exit in three years or fifteen, we are here to steward your wealth, your goals, and your legacy.
The Right Time to Start Is Before You Need To
Even if an exit feels distant, the strongest transitions begin early.
If you want clarity on your business’s value, how to strengthen it, and how it supports your broader financial life, we’d welcome the conversation.