Tom Poltersdorf (CEPA, CFP®)

Tom Poltersdorf focuses in the
following client markets or areas of practice:

Business Owners

Entrepreneurs

Additional Information

I help small business owners align their Personal, Financial, and Business goals to position themselves for a successful business exit on their terms.

We help identify, create, and align their:

Personal Goals - Develop your life plan

Financial Goals - Create a personal financial plan addressing estate & tax planning

Business Goals - Maximize your company value

Learn more at https://beyondyourexitwm.com/ or Listen to the podcast Business Exit Success at https://beyondyourexitwm.com/podcast. This is a podcast dedicated to educating and empowering owners on how they can maximize the value of their business, get post exit guidance, and explain what's needed to have a personal financial plan in place.