Dyanne is President/Founder of Exit Planning Strategies, LLC. EPS is a financial consulting firm dedicated to assisting owners of privately held business navigate "the most important financial transaction of their lives", exiting their businesses. As shared from a client's perspective,"Dyanne’s professional and knowledgeable approach to our business succession planning was second-to-none. Dyanne is a listener; she focuses on our needs and absorbs everything we discussed. Only when she has a full understanding of our direction does she then formulate a plan that fits perfectly with our end goals. Additionally, her ability to effectively communicate with us at all phases of our planning was extremely beneficial and comforting. We always felt like we were in good hands with Dyanne and quickly came to appreciate her candor, her energetic style, and her ability to exceed our expectations at every turn." M.L. Directing a comprehensive, multi-disciplinary process, Dyanne helps owners, and their Advisory Team, to articulate objectives, map strategies and develop an Action Checklist, ideally well in advance of an owners anticipated departure. Her work is outcome agnostic and enhances the owner's ability to depart their businesses on their own time table, to their successor of choice and for maximum value. Planning SPECIALTIES Include:Business Exit Planning"Internal" Transitions to Family / Key Employee's / Co-OwnerKey Employee Incentive/Retention Plan DesignBusiness Continuity PlanningRetirement Income AnalysisEstate Planning Holds FINRA Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law Exam) Securities Licenses, as well as Life, Health and Insurance licenses. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Exit Planning Strategies, LLC is not affiliated with Kestra IS or Kestra AS.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Adviser Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or adviser listed. For additional information, please contact our Compliance Department at 737 443-2582.
