We know all about running a successful business. It’s hard work, and the dedication to succeed is as ingrained as your personality. Finding the time to take care of all the demands placed upon you can be overwhelming. We enjoy helping successful business owners coordinate the details so they can focus on accelerating their enterprise value. Our process is important because many owners fail to plan for their ultimate succession and fail to maximize the value of their biggest asset. Our Biz2Beach exit planning process is a comprehensive approach to preparing for maximizing value when you are ready to transition. We take business owners through our process of crafting a personal financial plan, and then focusing on areas of their business that can be improved on a multitude of financial metrics.

Areas of Focus:

  • Cash Management
  • Debt & Liability Management
  • Corporate Retirement Plans
  • Tax-Savings Strategies
  • Succession Planning
  • Investment Banking Solutions
  • Exit Planning

Our Process

Gather Information

We will ask you to do some “homework” and gather information like your company benefits, retirement statements, any investment or savings statements, insurance policies, loans or debt statements, etc.  We want to understand the full picture as to how your financial life stacks up.  Your finances are only part of the equation. We also want to understand your needs, wants, and values. We want to know how you envision your future and what goals you hope to achieve.

Analyze Data

After we gather the information, we analyze the data you have provided us and build a custom financial plan that helps you visualize and then meet your goals.  We illustrate alternate scenarios and suggest adjustments for you to consider in order to make your goals a reality.

Present Financial Plan

We don’t talk just about investments.  We will build a comprehensive strategy that helps you achieve the goals that mean the most to you.  Your plan may include: managing debts, building a budget you will adhere to, making sure you are taking advantage of employer benefits, discussing what is most at risk and which types of insurance you should consider, if any, discussing the importance of a will, other estate plan documents, and many others.  You are always in the driver’s seat, but our team will help you implement important strategies and track your progress over time.


We understand how busy your life is and you need someone to help you prioritize and implement agreed upon strategies. Having a long list of “To-Dos” can seem overwhelming, so we help you prioritize action items and check them off one by one.


We want to meet and review the financial plan and track your progress with you.  Life changes and we routinely update your financial plan and goals to take those changes into account.

Give us a call at 502-242-1561 or send an email to andy@centerlinewealth.com if you would like to learn more about how Centerline Wealth Advisors can help you meet your goals!