Who Has a Seat at the Table?
Our infographic looks at the roles of the people who should be on your exit planning team.
An In-Depth Look at the 5 stages of Business Value Maturity
As a Certified Exit Planning Advisor, Lou Melone, CFP®, CEPA® will work with you to outline the 5 Stages of Business Value Maturity which are Identify, Protect, Build, Harvest, and Manage.
The Value Acceleration Methodology™
The Value Acceleration Methodology™ is the methodology to integrate a business owner’s business, personal, and financial goals into one strategy.
Know Your Gaps
The three numbers every business owner should know.
The 4 Intangible Capitals
Intangible Capitals make up roughly 80% of a business’s value. Without understanding the strengths and weaknesses of the intangible capital of your business, you run the risk of leaving value on the table during your business exit.
Decentralizing the Business Owner
This infographic shows how to help business owners make their companies less dependent on them and more valuable.
Are You Prepared for the 5 D's?
The Impact of Unplanned Consequences
On Business Value
Did you know that 50% of businesses fail because of unintended consequences?
2025 State of Owner Readiness™ Generational National Report
In this 2025 generational analysis, our conclusions and recommendations are tailored for both owners and advisors, based on generational trends and preferences.
From Successful to Significant: The Framework for a High Value Business Transition
To successfully transition their business, an owner must address three things. Find out what they are.
Is Your Company Significant?
Five Things Every Business Owner Must Know About Exit Planning. The process of growing a significant company takes time and can be complex. This white paper takes the Value Acceleration Methodology and breaks it into 5 easy concepts.
Are You Ready To Transition?
For the past decade, the Exit Planning Institute has studied the evolving landscape of privately held businesses and their owners to understand their personal preparedness and assess company readiness. This study aims to unravel the nuanced dynamics at the intersection of individual preparedness and business readiness for inevitable exit.
Business Owner Tools
Our tools are designed to help you navigate the complexities of business ownership.
Melone Private Wealth IRS Newsroom
We monitor IRS activities, regulations, and updates regarding qualified plans for individuals and business owners.
Business Owner Resources
We provide business owners with resources to grow their wealth and plan for retirement.