Free Book For Contractors Who Want To Exit Their Business In The Next 1 – 3 Years
Order your complimentary copy of “The Exit Punch List” below and schedule your free Consultation
In this must-have book, you’ll discover…
Strategies to get your business ready for the sale, while managing the transitional phase
How to determine if your business is ready to sale and what is the best way to move forward
Ways to protect valuable assets in your business, such as employees and clients
How to spot the pitfalls that could cost you your most valuable asset—your business
Meet The Authors
Two strategic wealth managers who specialize in helping commercial contractors prepare for one of the largest financial events of their lives—the successful transition of their business.
Mark Deering
Strategic Wealth Manager & Co-Author of The Exit Punch List
Mark Deering is a founding member of a wealth management firm that has grown into an approximately $8.5 billion firm. He is dedicated to helping business owners and families make informed financial decisions and prepare for life's most important transitions. Mark and his partner Jackson Wilcox are strategic wealth managers who help commercial contractors maximize and protect their most valuable asset—the business they have built. Drawing on decades of experience in financial planning and retirement strategies, as well as their work with business owners and operators, they execute strategies tailored to contractors in the mandatory services industry. Having built and led successful teams throughout his career, Mark understands the challenges of entrepreneurship and the importance of creating a thoughtful plan to transition a business, preserve wealth, and achieve financial freedom beyond the business.
Jackson Wilcox
Strategic Wealth Manager & Co-Author of The Exit Punch List
Jackson Wilcox is a partner alongside Mark Deering and an owner in several businesses. He specializes in comprehensive financial planning for business owners and their families. Before becoming a financial advisor, Jackson worked in public accounting, advising individuals and small business owners on tax planning, financial statements, and income tax matters. Mark and Jackson are strategic wealth managers who help commercial contractors maximize and protect their most valuable asset—the business they have built. Drawing on his personal experience as a business owner and operator, Jackson understands firsthand the opportunities and challenges that come with building, growing, and eventually transitioning a business. He is passionate about helping owners make informed decisions and develop strategies that support both a successful business exit and long-term financial security.
This Book Is For You If...
You're so busy running your business that you rarely have time to work on your exit strategy.
You wonder whether you're paying more in taxes than necessary.
You worry about being hit with a surprise tax bill before or after a sale.
You're concerned you're leaving money on the table when it comes to the value of your business.
You're looking for proactive advice, not professionals who only react when problems arise.
You wish your advisors would bring you strategies and opportunities before you have to ask.
You're frustrated by advisors who don't return calls or follow through promptly.
You're tired of chasing professionals to accomplish simple financial tasks.
You know you need comprehensive guidance, but you're receiving fragmented advice.
You feel like you're managing too much on your own.
You're ready to be done running your business but aren't sure what comes next.
You want to understand your options before taking your business to market.
You have assets spread across multiple accounts, entities, or properties and struggle to keep track of everything.
You're looking for advanced planning strategies tailored to your business and personal goals.
You're concerned your current advisors have become too comfortable.
You're frustrated by mistakes or missed opportunities that should have been caught.
You want confidence that your family will be prepared to steward the wealth you've created.
You're concerned your business, family, and financial future aren't aligned under a single plan.
You want a team that cares about your future as much as you do.
You know your business exit will likely be the largest financial transaction of your life—and you want to get it right.