Exit Planning Advisory Services

CEO Advisor, Inc. offers critical Exit Planning advisory services to CEOs, Presidents and business owners of small and mid-size businesses. As your trusted advisor, we provide personalized Exit Planning advisory services to pinpoint your decision to further invest and grow your sales and profits versus build value and prepare your company for a future sale. Our Exit Planning advisory services provide specific expertise on the true course for your business, timing to sell / retire, succession planning, exit options and other critical decisions. We focus on you and your needs as well as, assisting as the liaison with your other advisors (attorney, CPA, estate planning, private wealth, etc.) We work hands-on with you to achieve your goals with our proven processes. Our Exit Planning advisory services are both affordable and effective to meet your specific needs. Call Mark Hartsell, MBA, President at (949) 629-2520 for more information.
image
image
BOOK A FREE CONSULTATION

Exit Planning Advisory Offering

20 Hours Per Month Advisory Services
  • Goals set up front and weekly online meetings to ensure progress weekly.
  • Four 1.5 hour hands-on weekly online meetings (6 hours) based on a prepared agenda to address your Exit Planning needs.
  • Plus hands-on advice and work performed off-site by CEO Advisor of 14 hours per month.
  • Consistent Monthly Retainer; No Surprise Billing.
Contact us at (949) 629-2520 for pricing and additional information.

Industries Served

CEO Advisor, Inc. is a specialist in providing business and growth advisory, exit planning and exit strategy services to CEOs and owners of small to mid-size businesses. We service a wide range of industries by drawing from your deep industry expertise coupled with our depth of experience and expertise in business and exit planning matters. Our clients are from the following industries and many others:
  • Software
  • Technology
  • Digital Services
  • Services Companies
  • Manufacturing
  • Media Services
  • Healthcare
  • Private Equity Firm Portfolio Companies
  • Professional Services
  • Others

Service Offerings

CEO Advisor, Inc. provides a full range of advisory services to meet your needs:
  • Growth & Strategy Advisory Services
  • Business Planning & Forecasting
  • Exit Planning Advisory Services
  • Exit Strategy Advisory Services
  • Preparation for a Future Sale of Your Company
  • Turnarounds & Cost Reductions
  • CEO Advisory Services
CEO Advisor, Inc.
Copyright © 2026 CEO Advisor, Inc. All rights reserved.
Contact US
Address
23 Corporate Plaza Drive Suite 150 Newport Beach, CA 92660