SERVICES
Exit Planning Services
Exit Planning 101
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6 week online course you can access from anywhere at anytime
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Learn key concepts to accelerate business value
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Access to weekly articles, podcasts and blog
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Benchmark scorecards for you and your business
SPS Mastermind
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Collaborate with other like-minded entrepreneurs
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Gain knowledge and access to diverse exit planning advisors
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Opportunity to work "on the business" with no interruptions
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Learn key drivers to business value acceleration
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Access to all member resources
One-on-One Consulting
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ONLY 5 SPACES AVAILABLE
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Quarterly business benchmarking
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Unique exit planning strategies
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Monthly strategy progress Zoom sessions
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Access to our quarterly Mastermind Sessions
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Access to exit planning advisors (CPA, Estate, Financial)
About Us
Kevin Dick, CEPA, Co-Founder
Carrie Dick, Co-Founder
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For the past 18 years, we have established a thriving wealth management firm. During this time, we have aided numerous business owners in preparing financially for their retirement. While supporting these entrepreneurs in securing their nest egg, many were unaware that their biggest asset to contribute to it was their business. Observing that several businesses were facing challenges exiting successfully for various reasons, we felt compelled to do more.
Through Semper Paratus Strategies, we aim to assist business owners in maximizing the value of their business as well as aiding in the successful transition of the business to a new owner or family member and helping the exiting partner discover purpose and satisfaction beyond what they had created over many years.
As veteran members of Strategic Coach and Genius Network, we have discovered that coaching has been a driving force for continued progress and originality. Furthermore, we are Certified Exit Planning Advisors (CEPA) awarded by the Exit Planning Institute. We collaborate closely with proficient CPA's, Estate Attorneys, and Insurance Professionals in the field of exit planning to offer a comprehensive and holistic approach to exit planning strategies.
CONTACT
Let’s Work Together