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Planning The Exit Before the Crisis: Building Business Value Before You Need It
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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:
their ideal retirement.
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.
their ideal retirement.