Last updated: 2026-02-19
By Andrew Williams — I provide expert Advisory services to business owners that are exiting their Companies| I help fellow CEPAs provide their clients with expert Personal Planning | Author and Creator of “Second Wave Life | CEPA
An essential resource bundle for advisors guiding clients through post-exit transitions. It delivers a practical framework for conversations, ready-to-use client language, and a curated set of tools to help owners plan next steps, align expectations, and secure smoother outcomes after a deal.
Published: 2026-02-19
Provide a practical framework and language that enables advisors to guide clients through post-exit transitions with confidence.
Andrew Williams — I provide expert Advisory services to business owners that are exiting their Companies| I help fellow CEPAs provide their clients with expert Personal Planning | Author and Creator of “Second Wave Life | CEPA
An essential resource bundle for advisors guiding clients through post-exit transitions. It delivers a practical framework for conversations, ready-to-use client language, and a curated set of tools to help owners plan next steps, align expectations, and secure smoother outcomes after a deal.
Created by Andrew Williams, I provide expert Advisory services to business owners that are exiting their Companies| I help fellow CEPAs provide their clients with expert Personal Planning | Author and Creator of “Second Wave Life | CEPA.
M&A and exit-planning advisors working with exiting business owners, CPAs and financial planners advising clients on post-deal financial and lifestyle transitions, Corporate lawyers and management consultants supporting owners through post-exit integration and communication
Domain expertise or consulting experience. Client relationship skills. 2–3 hours per week.
Clear post-exit transition framework. Practical client-facing language. Curated resources to support owners after the deal
$0.42.
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