Exiting Your Business? Protect Your Exit
Exit Planning That Saves Business Owners Millions
You spent years building your business. Don't let poor planning and avoidable mistakes erode your hard-earned exit value.
Most business owners face the same traps: failing to maximize their business value, surprise tax bills, concentrated stock risk, and conflicting advice from multiple advisors who don't talk to each other.
Our financial advisors are specialized in guiding entrepreneurs through every stage of exit planning, from pre-sale to liquidity and beyond. Our CEPA®-certified advisors can help you keep more of what you've earned and structure it to last for generations.
Schedule an exit planning session
The Certuity Difference
For Entrepreneurs, By Entrepreneurs - Our leadership team is composed of entrepreneurs. We understand liquidity events, succession planning, and concentrated stock risk. We've guided clients through these transitions and can help you navigate their financial and personal complexities.
Certified Exit Planning Advisors (CEPA®) - Less than 3% of financial advisors hold the CEPA designation. Several of our financial advisors are specially trained to guide business owners through every stage of exit planning, from maximizing your business value to creating a succession plan.
Taxes - We can integrate tax strategy across all aspects of your wealth. We offer advanced tax mitigation strategies for high income, concentrated positions, and liquidity events and can work closely with your CPA to coordinate taxes and identify potential opportunities.
Institutional Access - Through our partnerships with accomplished asset managers, we provide access to private opportunities not typically available to individual investors spanning venture capital, private equity, hedge funds, private credit, and beyond.1
Your Exit Roadmap: Before, During & After
Founders & Executives
Exit & Liquidity Planning – Position yourself for the strongest possible exit from pre-sale planning to post-sale wealth management.
Executive Compensation –Understand and manage your equity including RSUs, stock options, and deferred compensation strategies.
Concentrated Positions – Manage concentrated positions with tax‑efficient diversification strategies designed to support long‑term financial objectives while considering risk.
UHNW Families
Family Office – Comprehensive wealth management for ultra-high-net-worth families: consolidated reporting, coordination with CPAs and estate attorneys, and concierge services.
Estate Planning –We work with clients and their estate attorneys to implement trusts, entities, and gifting strategies intended to support wealth planning objectives across generations.
Philanthropic Impact – Support causes you care about while reducing estate taxes through donor-advised funds, private foundations, and other charitable vehicles.
Sophisticated Investors
Investment Management – Experience a portfolio and roadmap that is tailor-made to your goals and view your complete financial picture in real time.
Advanced Tax Strategies – Minimize taxes and maximize wealth by offsetting ordinary income, generating recurring tax benefits, and deferring capital gains taxes.
Alternative Investments – Access curated private opportunities spanning hedge funds, venture capital, private equity, private credit, and more.
Built by Entrepreneurs, For Entrepreneurs
Certuity is an industry-ranked wealth management firm and multi-family office founded in 2003. As an independent, fee-based registered investment advisor, we operate under the fiduciary standard, meaning we are legally obligated to act in our clients' best interests.
Our mission is to protect and grow the wealth of our families through comprehensive and personalized service.
Our leadership team is composed of entrepreneurs who understand liquidity events, succession planning, and concentrated stock risk.
Led by President and Partner Rich Bursek, our diverse team of entrepreneurs, investors, and financial professionals understand wealth creation and how to address its complexities firsthand.
Recognized Excellence.
Proven Results.
We deliver year after year.
Experience the caliber of advice your wealth deserves.
Schedule a consultation.
- Investors who are (i) “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended (the “Securities Act”), and who are (ii) “qualified purchasers” or “knowledgeable employees,” as defined in Section 2(a)(51) of the Investment Company Act of 1940, as amended (the “Investment Company Act”) and Rule 3c-5 thereunder, respectively, (iii) United States residents or citizens, and (iv) knowledgeable and experienced in financial and business matters such that they are capable of evaluating the merits and risks of an investment in the Fund.
- Certuity has been recognized in Forbes Top RIA Firms for the years of 2023 – 2025. In 2025, the recognition was issued October 1, 2025 and applies October 2025 through October 2026.
- Certuity’s advisors have been recognized in Barron’s Top 1,200 Advisors for the years of 2014 – 2024. In 2024, the ranking was issued March 11, 2024 and applies to March 2024 – March 2025.