Equip Financial Partners

We help owners and entrepreneurs build strategies that take the uncertainty out of exiting their business and retiring comfortably. Whether you are just getting started, have been in business for years, or seeing your exit on the horizon, it's important to have a plan that puts you in the best position to succeed. Only 20% of small businesses are sold successfully. Most are closed down without much to show for. This can be devastating if you are one of the 65% of owners that are counting on the sale of your business to fund your retirement. We equip you with the knowledge, tools, and strategies you need to become one of the 20%. We work with you to develop a step-by-step plan that puts you in the best position to exit when you're ready, with the wealth you need. Even if you never intend to exit, your plan ensures you have the financial freedom to continue doing what you love. We understand that your business is a part of who you are. That's why we never encourage you to sell. We believe that you deserve advice that is free of conflicts of interest. This is why we are Fee-Only and do not sell products or receive compensation from anyone other than you. Let us help you align your business, personal, and financial goals so that the timing of your exit is irrelevant. You spend all of your time growing your business and taking care of your customers. Let us take care of you.