Planning The Exit Before the Crisis: Building Business Value Before You Need It

Planning The Exit Before the Crisis: Building Business Value Before You Need It

Sale price  $8.99 Regular price $10.99
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Planning The Exit Before the Crisis: Building Business Value Before You Need It

Planning The Exit Before the Crisis: Building Business Value Before You Need It

Sale price  $8.99 Regular price $10.99
Mike Warner built a business, but somewhere along the way, the business began running him. When a crisis forces him to confront the truth, he discovers what it really takes to step back, build transferable value, and create a company that thrives without him. This powerful business parable shows it's never too late, or too early, to plan your exit.

Alex Lewis is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®) who specializes in helping small business owners transition from being trapped in their businesses to building valuable, sellable enterprises that support their ideal lifestyle.

As a recognized leader in the industry, Alex has received numerous accolades, including:
  • Forbes Top Next-Gen Advisor (2021)
  • Forbes Top Next-Gen Advisors Best in State (2025)
  • Forbes Best-in-State Wealth Advisor (2023, 2024, 2025)
  • LPL Financial Chairman's Club member for six consecutive years (2020-2025), awarded to the top 4 percent of LPL Financial's 29,000+ advisors.
  • Ranked number ninety-nine in the one thousand Fastest Growing Advisors in AdvisorHub's 2024 1,000 Advisors to Watch.
Alex's unique approach combines his CPA background in business analysis with comprehensive financial planning expertise. He works exclusively with business owners to bridge the gap between business value and personal financial security, helping them understand not just what their business is worth, but what they need it to be worth to fund
their ideal retirement.

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