Revolutionize Your Understanding
of Exit Planning

Invite Anna To Speak

Exit planning is about more than
selling a business.

What’s the true value of a business’s legacy? Navigating an exit isn’t just about numbers—it’s about emotions, dedication, and years of hard work.

Many businesses don't know where to start or even how to accurately evaluate their worth. What happens to loyal employees? How will the business be remembered?
Invite Ann To Speak

The Advisory Team

JOHN T. CARTER
Principal
JD, CM&AA, CVGA®, CExP
KELLY MALAGA-LaCARTER
Principal
MBA, CBEC®
RUSS GORMAN
Affiliate
CFA®, CFP®, CM&AA®, CBEC®, CVGA®
JEFF BARNES
Affiliate
CM&AA®, CVBA

It’s Time to Rethink Exit Planning

You need strategic tools and insights to translate emotions, dedication, and hard work into a clear, value-driven exit plan.
Invite Anna To Speak

Why Choose Anna for Your Next Event?

Unmatched Expertise

With more than 20 years of hands-on experience bolstered by unique qualifications, Anna stands out as an expert and innovator in business exit planning.

Dynamic Storytelling

A storyteller at heart, Anna takes a captivating narrative approach to discussing business exit planning. She illustrates the real-world challenges and triumphs to resonate with and immerse her audiences.

Personalized Approach

Every audience is unique. Anna’s engaging style isn’t a one-size-fits-all. By creating an interactive atmosphere, she ensures everyone feels seen, heard, and valued.

Trailblazing Perspective

Anna isn’t one to follow the beaten path. Where many see industry standards, she sees opportunities for innovation. She redefines what success in exit planning truly means.

Tools for Transformation

Anna wants you to do more than learn—she wants you to take action. She designs her topics with practical strategies and tangible takeaways that, when applied, pave the way for genuine transformation.

Invite Anna To Speak
John Leonetti defines Exit Planning as:

“The written goals for the succession of a business’s ownership and control, derived from a well-thought-out and properly timed plan that considers all factors, all interested parties, and the personal goals of the owners in a manner and a time period that accommodates the business, its shareholders, and potential successors and/or buyers.”

Get The Anna Effect

Experience Anna’s effect on audiences firsthand. She shifts perspectives, ignites inspiration, and authentically empowers. After hearing Anna speak, your audience will:

Get the Nuances
Gain a comprehensive understanding of the intricacies and subtleties involved in exit planning, moving beyond the surface to core challenges and opportunities.

Get Empowered

Walk away with actionable insights and strategies, ready to approach exit planning with newfound confidence and clarity.

Get Emotional
Relate deeply to Anna's personal stories and real-world examples, creating an emotional connection to the subject matter.

Get Revolutionary
Embrace a mindset that challenges conventional methods and invites innovative approaches to exit planning.

Get Conversational
Cultivate an environment of collaborative discussions, tapping into the collective wisdom of peers and experts in the exit planning arena.

Invite Anna To Speak
Your Strategic Exit Planning Partner For Maximizing Client Business Value

Headquarters:
1776 S. Jackson Street, Suite 1101
Denver, Colorado 80210
720.520.1543

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