Bolton Advisory Group

Build Transferable Value and Exit
Your Business on Your Own Terms
Secure Your B.A.G.

Exit Planning 2.0

A New Kind of Exit Planning Agency for a New Breed of Entrepreneurs

Get 5-Star Valuable and Actionable
Business Advice

Work With Experts

Over 30M businesses in operation

> 0 M

Of Owners want to stop working within the next 10 years

0 %

Have a written plan to transition ownership

0 %

Of Owners will stop being owners at some point

0 %

Exit Planning is not about selling your business. It’s about moving to the next level. The successful ones secure their B.A.G."

Boyega Ajayi

We give entrepreneurs visibility into their
business value at any stage.

Team of Two Young Entrepreneurs Talking, Discussing Growth Strat

Young door to door fundraisers talking to senior woman and collecting money for charity in a street.

Portrait of happy Caucasian male and female florists flower store owners working and doing inventory. Man typing on laptop at desk in floral shop and talking to woman boss. Business concept

Young African mother working online from home on a laptop with her little daughter sitting on her lap

Black working father using laptop and mobile phone while son is sitting on his lap. Mother and daughter are in the background.

Successful positive deal. Lawyer financial advisor helping consulting showing contract mortgage loan credit business startup, signing documents by matute middle-aged couple at home

work from home. father or businessman working while stay home

What Does it Mean to Secure Your B.A.G?

Foundational Goals

Financial Security

Universal Goals

Exiting on your terms of desired wealth, chosen successor and departure date

Value-Based Goals

Your Legacy

Developing a clear plan for:

Growing your company’s value and success
Aligning your Business, Personal and Financial goals
Safeguarding all you have worked for against the unplanned

This plan creates a balanced lifestyle integrating:

Your business
Your personal life
Your financial well being

We call it the “Three Legs of the Stool”

Through Integrated teams that

Work together with a shared understanding of your goals
Are aligned, efficient and accountable
Use best practices, tools and methods

And Value Growth Initiatives to:

Amplify the critical and often unrecognized factors that determine the transferable value of your company
Understand and mitigate risk in anticipation of renewed growth
Harmonize your personal and business financial plans

What is "Exit" Planning?

An exit plan asks and answers all the business, personal, financial, legal, and tax questions involved in transitioning a privately-owned business. It includes contingencies for life events, like illness, burnout, divorce, or even death.

At Bolton Advisory Group, we seek to maximize the transferable value of the business at your chosen time of exit to your designated successor and we achieve this by focusing on the intangibles such as human capital, customer capital, structural capital, social capital and the associated drivers.

The future of you, your family, and your Business are addressed by beginning your exit planning process and building value in your business today.

Simply put, exit planning is good business strategy.

We got you.

Let's Continue
the Conversation

Reach out to connect with our business advisors to begin your journey to accomplishing your business and personal goals.

Build Transferable Value and ExitYour Business on Your Own Terms Secure Your B.A.G.