About Us
| We believe exit planning is a process, not a project, and that it should be an ongoing part of any business owner's planning. |
| Tom Chiappetti... is a well-known consulting actuary serving business owners. He uses the experience and wisdom he has gained as an actuary to help business owners discover the right questions to ask if they want to someday leave their business in style.. He uses his know-how and creativity to help owners of businesses with sales of $3 million to $100 million create unique, personally customized strategies to become financially independent.
their businesses and their hopes and dreams for the future. Once we have a goal, I help my clients design a plan and process to achieve that goal and I help them implement the plan, year after year. "My clients have the peace of mind of knowing they are addressing one of the most critical questions of their business life." Leave It In Style” workshop. Tom has given his speeches and workshops across the United States from Lake Michigan to the Gulf Coast and from the Mid-South to the Islands of Hawaii. Business owners use Tom’s creative savvy to help them build an inside business buyout market and fashion golden handcuffs for employees without giving away equity in the business. His guidance has helped clients create strategies designed to preserve their hard-won wealth, cut their estate taxes in half and pass on their estate completely tax-free. Tom is best known for his articles, such as “Wipeout on the 401(k) Wave” and his book, The Big Deduction. |
| Thomas More Chiappetti is a Fellow of the Society of Actuaries |
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Are You Running Your Business So You Can Leave It in Style?