You’ve built something incredible, but now you’re facing the complexity of what comes next.
Successful Business Owner? Wondering How to Start Planning Your Next Chapter?
Exit planning isn’t about leaving tomorrow – it’s about creating a clear roadmap so you have options and control over your future. You don’t need to figure it all out at once. We help business owners like you get a complete picture of where you stand today, then build the bridge to where you want to be. Most importantly, you’ll have a partner who understands both the business and personal side of this transition.
The Problem: Success Without a Clear Path Forward
You’ve built a successful business, but now you’re facing a maze of scattered information and conflicting advice. Your accountant handles taxes, your financial advisor manages investments, and your lawyer has documents – but nobody’s looking at how it all connects to your exit strategy.
The result? You have information everywhere, but lack a clear picture of your business’s actual value, what you’d walk away with, or how to maximize your options.
Meanwhile, the clock is ticking. You know exit planning takes time – but without a roadmap, those years can slip away while you’re stuck wondering if you’re making the right moves.
The Clear Path You’ve Been Looking For
Creating Your Consolidated Financial Picture
You’ll finally see exactly where you stand – your business value, personal assets, and the complete financial landscape that determines your exit options. No more scattered information across multiple advisors.
Coordinating Your Entire Advisory Team
We bring together your accountant, financial advisor, lawyer, and other professionals so everyone’s working toward the same exit strategy. You get unified advice instead of conflicting opinions.
Building Your Step-by-Step Roadmap
You’ll know exactly what to focus on and when, with a clear timeline that maximizes your business value while preparing for the future you want. No more wondering if you’re making the right moves.
Becoming Your Long-Term Strategic Partner
You’re not just getting a plan – you’re gaining a partner who understands your business and will guide you through every decision over the years ahead. Exit planning is a journey, not a one-time event.
How We Transform Your Situation
The Difference Between Wondering and Knowing
Creating Your Consolidated Financial Picture
You have business accounts here, personal assets there, retirement tracked somewhere else entirely. But more than scattered information – nobody is actually looking at the larger picture to see how it all fits together for your future.
You finally see the complete view of your wealth and how every piece connects to your exit strategy. You know exactly where you stand and what your options really are.
Coordinating Your Entire Advisory Team
Your accountant says one thing, your financial advisor says another, your lawyer focuses on something completely different – and none of them are talking to each other. Everything happens in silos.
You have a collaborative team working together toward the same goal. Joint meetings, shared strategies, and one partner making sure everyone stays connected and aligned.
Building Your Step-by-Step Roadmap
You know you should be doing something to prepare, but you’re not sure what. Depending on who you ask, you get completely different answers about what’s urgent and what can wait.
You have a clear roadmap with specific next steps in the right order. You know exactly what to focus on and when, because someone is looking at the complete picture and coordinating with everyone involved.
Following a Proven Process
You’re busy running your business and don’t have time for all the thinking and planning this requires. Exit planning isn’t your expertise, and you don’t have the resources to figure it out on your own.
You have the right expertise for this stage of your business – a strategic partner watching your back and making sure everything happens the way it should.
The longer you wait, the fewer options you have.
WHY THIS MATTERS NOW
Exit planning isn’t something you start when you’re ready to leave – it’s something you start when you want to control what happens when you do go. The business owners with the most successful exits began planning 5+ years before their target date.
Why? Because the best strategies take time to implement. Maximizing your business value, optimizing your tax situation, and creating the future you want requires years, not months.
Every year you wait is another year of options closing off. Don’t let time make your decisions for you.
What You Can Expect
Every successful journey starts with understanding where you are and where you want to go.
We begin by creating that complete financial picture – gathering everything from all your advisors and accounts so you finally see the whole landscape. Then we coordinate with your existing team, bringing everyone together around your goals and timeline.
From there, we build your personalized roadmap and guide you through each step of the proven process.
This isn’t a quick fix – it’s an ongoing strategic partnership where we walk alongside you, evaluating opportunities, adjusting the plan as things change, and making sure you’re always moving in the right direction.
Whether that’s identifying if you need additional support like fractional CFO services, or being there to evaluate offers when they come, you’ll have an experienced guide who knows the terrain and is committed to getting you where you want to go.
Meet Your Team
Andreas Wilder
CEO
Andreas Wilder is the Founder and CEO of Lightening The Load, a tax preparation firm in Atlanta, GA. He also serves as Managing Partner at Endurance Planning Group, where he has played a key role for 12 years. Andreas takes a visionary approach to the tax landscape, viewing its complexities as a challenging mountain trek where every twist and turn introduces new regulations, obligations, and opportunities.
Rebekah Mabes
Client Concierge
Bekah graduated from Georgia Southern University with a bachelor’s degree in Psychology. Her career started in the real estate world where she found her love for numbers in the accounting department. She met and started working with Andreas Wilder as his Executive Assistant in July 2022. She is the liaison between Lightening The Load and Endurance Planning Group. She is a Marietta local and loves the great outdoors – fishing and hiking are two of her favorite activities.
Start The Conversation
You came here wondering how to start planning your next chapter. The answer is simple: start the conversation.
You don’t need to have everything figured out. You don’t need to know exactly what you want or when you want it. You just need to take the first step toward getting the clarity and partnership that will give you control over your future.
The difference between wondering and knowing starts with a single conversation.
