Business coaches for exit planning and succession
We compared 177 business coaches who focus on exit planning and succession using their public profiles. Besides exit planning and succession, the most common focus areas are scaling and growth, leadership and team building, operations and systems and startups and founders. They most often work with founders and business owners, executives and women. Most charge $99 to $300 per hour or session.
What business coaches for exit planning and succession charge
Business coaches for exit planning and succession to compare
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Tyler Smith
Tyler Smith has 28-plus years with EOS and has spent over 11 years on the EOS leadership team. He created the Step by Step Exit system, wrote the book Exit Ready, and has had six entrepreneurial exits.
Catherine Juon
Catherine Juon was the Integrator of a marketing agency and grew up on a multi-generational family farm. She co-founded an organization that brings EOS to under-resourced communities in South Africa and wrote Internet Marketing Start-to-Finish.
Chris Carmouche
Chris Carmouche has spent over 30 years leading companies across seven industries and says he has helped owners create more than $500M in value. Since 2020 he has run over 500 EOS sessions with nearly 60 companies ranging from $3M to over $400M in revenue.
Craig Hettrich
Craig Hettrich spent over 30 years in the food industry and led four companies from $8M to $420M in size. Since 2016 he has worked as an EOS implementer in Sacramento, with 60+ implementations.
Dan Mallin
Dan Mallin founded and sold companies including Imaginet, Spot Buy Spot (to Comcast), and Magnet 360 (to Mindtree). He co-founded the MN Cup and now works from Edina as an EOS implementer for a select group of companies.
Dan Rose
Dan Rose has founded and sold four companies and co-founded Precision Dialogue and Vantage One, both sold to private equity. He teaches Scale Up Methodology at Ohio State and implements EOS from Cleveland.
Dan Wallace
Dan Wallace is a Harvard Business School graduate with a 40-year career in investment banking, strategy consulting, and operating businesses. He has been an EOS implementer since 2010 and has guided 100 companies from Downers Grove.
David Robinson
David Robinson was the first EOS implementer in Saskatchewan and came from his family's commercial glazing company. He is a Certified Exit Planning Advisor based in Saskatoon.
Dione Spiteri
Dione Spiteri is a Legacy EOS Implementer in Beverly Hills, California, with 15 years of EOS experience and 154 companies helped. She previously built and sold companies that made the Inc 500 list several years in a row, and 10 of the EOS companies she worked with were sold. She hosts an annual event on Necker Island and has a degree from Northwestern.
Don Maranca
Don Maranca is an Expert EOS Implementer in San Antonio, Texas, who has served over 100 entrepreneurial companies. He moved from Fortune 500 work to owning a The Alternative Board franchise in 2010, then adopted EOS in 2015. His own company was sold as a 100% ESOP, and he speaks and appears on podcasts.
Dwight Miller
Dwight Miller is a Certified EOS Implementer and Certified Exit Planner based in Spokane, Washington. He grew an HVAC business from a startup to $15 million in four years, earning a spot on the Inc. 5000 and a Seattle Magazine best workplace recognition. His clients include roofing and heating and cooling companies.
Eric Dykes
Eric Dykes is a Professional EOS Implementer in Jacksonville, Florida. He began as an engineer installing process control equipment in the pulp and paper industry, then co-founded an IT services company that made the Inc. 5000 five years running before a successful exit. He stayed with private equity for five years on acquisitions.
Erik Kikuchi
Erik Kikuchi is a Certified EOS Implementer in Waterloo, Ontario, and an M&A advisor with STS Capital Partners. He bootstrapped three businesses, exited two, and grew a family business from $17M to $31M in three years while expanding into 21 countries. He wrote the book Worth and runs sessions from a dedicated room in Waterloo.
Erik Perkins
Erik Perkins is an Expert EOS Implementer in Grand Blanc, Michigan, with more than 1,000 sessions across over 100 teams. As Integrator he grew and sold Image One Corporation, which is referenced in the book Traction, and later served as President of a start-up now owned by Accenture. He also worked as a middle market advisor at Ernst & Young and PricewaterhouseCoopers.
Evan J. Blumenthal
Evan J. Blumenthal is a Certified EOS Implementer in Cedarhurst, New York. He exited a fifth-generation family business, spent over 25 years around Walmart and consumer packaged goods, and is also a Certified Outgrow Advisor and professional speaker. He started using EOS in his family business in 2016.
Frederick Morrison
Frederick Morrison is a Professional EOS Implementer who founded a company and took it public within seven years. He later bought a flight school, expanded it into an aviation services group, and founded FinTech and property management companies, exiting them all within four years. He serves on the board of EO San Diego.
Jessica Dragan
Jessica Dragan built and ran her own business from 2004, growing it to 31 employees with branches in three states by 2019. She has also managed a Best of Milwaukee award-winning mini-golf center and spent 4 years in Army transportation management.
Jim Jelinek
Jim Jelinek is an EOS implementer in Dalton, Ohio who grew a family manufacturing company from $3M to $12M and sold it for over $30M. He has chaired Vistage CEO groups since 2012.
Joe DiPenta
Joe DiPenta played in the NHL and won a Stanley Cup before moving into executive roles, where he led four turnarounds in nonprofit healthcare. He has since worked with more than 45 organizations as an EOS implementer in Santa Ana and San Francisco.
Jonathan B Smith
Jonathan B Smith has worked with over 150 companies in 1,500+ EOS sessions, and 50 of his clients have sold their businesses since 2013. He wrote Fight Less, Win More and co-wrote Grow!.
Jonathan Bowman
Jonathan Bowman founded Harmony Home Health at 22 and sold it to a private equity firm after doubling revenue on EOS. He has since worked with over 100 companies in 800+ sessions around St. Petersburg, Tampa, and Clearwater.
Neil McLean
Neil McLean is a Charlotte EOS Implementer who owned a business for 25 years, chaired a Vistage group and served as a U.S. Air Force officer. He reports 1000+ sessions with 100+ leadership teams and has special experience with contractors, construction and family-owned businesses.
Patrick Lauzon
Patrick Lauzon is a Montreal EOS Implementer and a partner at Kairos Capital, a Canadian investment fund. He has founded eight companies, completed 30+ corporate transactions, and was named to Canada's 40 Under 40.
Sam Keats
Sam Keats is an Expert EOS Implementer in Perth, Western Australia, with 800+ sessions delivered across more than 80 businesses. He is an EY Entrepreneur of the Year and BRW Fast 100 founder who exited his own companies, and his family's electrical firm grew into a listed engineering business.
Sean Rosensteel
Sean Rosensteel is a Certified EOS Implementer covering Austin and San Antonio, Texas. He has owned six companies, including one that went bankrupt in his mid-twenties, and exited three, and has used EOS in four of his own businesses over 15 years.
Todd Bailey
Todd Bailey spent 17 years in pastoral ministry before buying a franchise and later building a financial advisory firm, which he sold in 2023. He is a Certified Exit Planning Advisor and founding president of the Raleigh-Durham Exit Planning Institute chapter.
Adam Kaplan
Adam Kaplan was COO of a dental services firm that sold at a 10x multiple, then started an executive search firm and brought EOS into it. He now implements EOS in Michigan, with healthcare and professional services among his focus industries.
Adam Nixon
Adam Nixon spent more than 30 years building and leading businesses, including a managed service provider he took from startup to a profitable sale. He has been an EOS Integrator for over 10 years and works with leadership teams in Sydney and Canberra.
Adrian Dayton
Adrian Dayton sold his software company Clearview Social, which had over 60,000 users in 12 countries. He chairs the Entrepreneurs' Organization Accelerator in Utah and works as an EOS Implementer for growing companies.
Alan Richardson
Alan Richardson has been an EOS Implementer for 13+ years and has worked with over 100 companies. He holds an MBA and Six Sigma Black Belt and helps owners with business continuity and succession plans.
Alex Hodgkin
Alex Hodgkin is a former CEO who teaches at Chicago Booth and has spent 15+ years in its entrepreneurship through acquisition community. He focuses on first-time CEOs of acquired companies in the $5M to $100M range, including search fund and private equity backed firms.
Allen Cobb
Allen Cobb co-founded four companies and spent over ten years as an Integrator before an exit. He has led 500+ EOS session days with 50+ clients and has run on EOS since 2011.
Anastasia Toomey
Anastasia Toomey spent nearly 9 years at Leo Burnett before founding the agency Agency Zero, which she left in 2015. She has worked with almost 100 organizations on EOS, including nonprofits.
Andrew Andrews-Ramirez
Andrew Andrews-Ramirez served 9.5 years in the military, including a deployment to Afghanistan, then worked at Accenture with Fortune 100 clients. He has held C-suite roles and focuses on M&A, exit preparation, and succession planning from Irvine, California.
Andrew LeMoine
Andrew LeMoine is a Certified Financial Planner and Chartered Investment Manager with over 20 years in business and finance. He implements EOS with teams across Canada from Edmonton and also advises on succession and strategy.
Avi Lindenbaum
Avi Lindenbaum has spent 25+ years as a founder, CEO, investor, and board member and took part in three exits totaling more than $500M. He scaled one company to $35M in revenue and implements EOS from Stamford, Connecticut.
Bart Lorang
Bart Lorang is a Certified EOS Implementer in Boulder, Colorado, who works through Meritage with tech founders from startup to IPO. He has founded five companies with four exits, invested early in hundreds of startups, and was named 2012 Colorado Technology Entrepreneur of the Year.
Ben Norton
Ben Norton is a Certified EOS Implementer in Phoenix, Arizona, with an MBA and CEPA credential. He has built, run, and sold three businesses and puts his focus on raising business value and helping owners delegate.
Benjamin Berman
Benjamin Berman is an Expert EOS Implementer in Boca Raton, Florida, who has worked with 75+ companies over 750+ sessions. More than a dozen of his clients have sold their businesses, and he also mentors other EOS implementers.
Brett Striker
Brett Striker is a Certified EOS Implementer and CEPA in Saint Paul, Minnesota. He built and exited a consumer packaged goods brand sold in 10,000+ stores, played Division I football at Minnesota, and is developing an AI listening and leadership coaching platform.
Caleb Anderson
Caleb Anderson has facilitated nearly 200 EOS session days and has more than 20 years of leadership development experience, including over 1,000 keynotes. He focuses on founder-led companies in the $5M to $50M range that are scaling, integrating acquisitions, or preparing for a transaction.
Carlo Buenaflor
Carlo Buenaflor is President and CEO of Biggs, a large regional restaurant brand in the Philippines, and has spent more than 20 years growing it. His team started EOS in 2022, and he now implements it for founder-led and family-owned businesses while living in Spain.
Chris Lewis
Chris Lewis grew a family business out of bankruptcy to $5M in revenue with his siblings before selling to a competitor. He then taught in treatment programs for 15 years of facilitation work before becoming an EOS implementer in British Columbia.
Curtis Rippee
Curtis Rippee has started or helped start several companies, including one with a private equity exit, and used EOS for over 10 years before implementing it for others. He has worked with 30+ companies over 400 session days and has a passion for family-owned businesses.
Dale Williams
Dale Williams helped take a Fortune 1000 company through an NYSE public offering and later led start-ups and family-held firms. He has been an implementer since 2016 and has guided over 80 businesses from Mount Pleasant.
Daniel Sage
Daniel Sage owned One To One Physical Therapy and Aquatics for 25 years, growing it to over 60 employees across five clinics before selling to a publicly traded firm. He is a licensed physical therapist and coaches leadership teams from Boca Raton.
Dave Feidner
Dave Feidner helped grow a family business into a national company and launched a dozen companies worldwide, with several acquisitions and exits. He coaches leadership teams from Southfield, Michigan.
Dave Riley
Dave Riley has built, bought, and sold companies and used EOS to merge, grow, and sell in four years. He has led teams in construction, service, and manufacturing and works from Orlando.
Dawn Clarke
Dawn Clarke has 20+ years of entrepreneurial experience and has coached over 150 leadership teams. She implements in Dallas-Fort Worth, Southern Colorado, and virtually, with expertise in faith-based and family businesses.
Dean Durbin
Dean Durbin served as a US Army officer and later owned an engineering and construction services company that grew from 5 to 88 employees before a 2017 exit. He implements EOS from Lexington, Kentucky.
Derrick Smith
Derrick Smith is a Certified EOS Implementer in Zionsville, Indiana. He has founded five companies and acquired 15 family-owned businesses, and has run his own companies on EOS since 2015. He specializes in family-owned businesses and companies with multiple divisions or locations, and has spoken at a franchise brokers conference.
Eliot Wajskol
Eliot Wajskol is a Certified EOS Implementer in Miami, Florida, who works with founder-led and family businesses. He scaled his own companies to $25M+ and has facilitated more than 350 EOS sessions. His clients include an auto group, a fabrics company, a design-build firm, and a food company, with help on generational transitions.
Eric Christianson
Eric Christianson is a Professional EOS Implementer in Hoboken, New Jersey, with over 25 years of experience. He began at KPMG in audit and controls, then worked as an operations executive and Integrator through capital raises and exits, including sales to Accenture and Vista Equity Partners. He now coaches leadership teams on execution.
Erik Dodier
Erik Dodier is a Professional EOS Implementer in Portsmouth, New Hampshire. He co-founded a web design company in 1994 that became a Salesforce partner, and after adopting EOS in 2019 grew it from 75 people and $15M to 450 people and $75M. He sold it to IPG in 2022 and became an implementer in 2024.
Greg Weitzman
Greg Weitzman is a Certified EOS Implementer in San Francisco who started in business banking and later co-founded a talent optimization consultancy. He holds the CEPA exit planning credential and serves on the board of the Northern California Exit Planning Institute chapter.
J.B. Sauceda
J.B. Sauceda is a Professional EOS Implementer in Austin, Texas who built an 8-figure logistics company from a garage to more than 125,000 square feet of warehouse space and sold it to Cart.com. Clients include e-commerce and 3PL owners.
JJ White
JJ White has owned three businesses across 27 years and put EOS into his own company in 2018 before becoming an implementer. He holds the CEPA exit planning designation and is a past chair of the Virginia Council of CEOs. He serves Glen Allen, Charlottesville, and Lynchburg.
Jack Tankersley
Jack Tankersley is an Expert EOS Implementer with Meritage who co-founded Colorado's first private equity fund and has raised or managed over $1B. He works with founder-led and PE- or VC-backed companies preparing for growth or an exit.
James H N Horne
James H N Horne is a Certified EOS Implementer in Royal Tunbridge Wells, England who has been an entrepreneur for four decades. His companies made the PizzaExpress salad dressing range and an omega 3 milk for children, and EOS let him hand his current business to his son.
Jennifer Forte
Jennifer Forte is an EOS implementer near Philadelphia who led her family business to an acquisition after 20 years. Using EOS she grew revenue 65% and profit 200% and led a team to an eight-figure acquisition.
Joe Paulsen
Joe Paulsen ran a $40M manufacturing company for 24 years and later worked as a private equity operating partner. He has facilitated over 1,000 EOS sessions with 80+ clients and serves Mankato, Rochester, and Sioux Falls.
John Bessler
John Bessler took over his family's company as CEO at 29 and, using EOS, grew it from an unprofitable $20M to a profitable $50M business before selling it to a private equity firm. He is a second-generation entrepreneur serving the Cincinnati area.
John Haney
John Haney is a former fighter pilot and commercial real estate investor with several seven and eight figure exits. He has run 400+ EOS sessions with over 70 teams, and more than a dozen of his clients have sold their companies.
Julia Langkraehr
Julia Langkraehr built three retail businesses in the UK, Germany, and Russia, one of them reaching $40m, and went through an IPO, buy-back, and trade sale before becoming an EOS Implementer. She reports more than 100 EOS implementations.
Ken DeWitt
Ken DeWitt became Alabama's first EOS Implementer in 2012 after more than 25 years in public accounting. He has served over 100 companies, delivered over 1,000 all-day sessions, and developed a 7-stage framework for building wealth through business ownership.
Kurt McAllister
Kurt McAllister grew up in a second-generation family business and later led a third-generation company that doubled revenue and tripled profit on EOS while going through a generational transition. He implements EOS from Westlake, Ohio.
Lorie Clements
Lorie Clements is a former CFO and Certified Exit Planning Advisor who has run over 1,000 sessions with about 700 leadership team members. She is one of five implementers who lead continuing education for other EOS implementers.
Matthew Goldberg
Matthew Goldberg has run 7 businesses and led 4 companies through exits, and he leads TrajectoryLift, which has helped more than 75 businesses. He is based in Minnetonka, Minnesota and has deep experience in strategy, sales, marketing, and full P&L responsibility.
Mauricio Grajeda
Mauricio Grajeda has over 20 years of experience leading family businesses and corporations across seven countries, including roles as General Manager and Regional Director. He was part of the first Spanish-language EOS implementer team for Latin America and works in Guatemala, Honduras, and El Salvador.
Michael Richman
Michael Richman ran a manufacturing and construction company whose clients included Panda Express and Four Seasons Hotels. After EOS raised revenue 50% and EBITDA 75%, he sold the company and became an implementer. He is a board member of the Entrepreneurs Organization in Los Angeles.
Ned Tomasevic
Ned Tomasevic is a San Francisco EOS Implementer and former private equity backed CEO who has built, run and exited several businesses. He serves on for-profit and non-profit boards, is an active YPO member, and has more than 20 years of entrepreneurial experience.
Pallavi Golla
Pallavi Golla is a Pittsburgh EOS Implementer who founded and sold two businesses over 20+ years. She has invested in dozens of middle market companies through a hedge fund and has been featured in Vogue, Inc. and Forbes.
Paul Meadows
Paul Meadows is a Lynchburg, Virginia EOS Implementer who founded managed IT company Integrated Technology Group in 2008. He adopted EOS there in 2019 and exited the company in 2026. He holds degrees from VMI and Liberty University.
Phil Ouellette
Phil Ouellette is a Madison, Wisconsin EOS Implementer who became president of a 175-person company early on, later served as CEO of a 50-person services firm, and holds CEPA and ProfitWorks coach certifications.
Salomon Wancier
Salomon Wancier is a Professional EOS Implementer serving Fort Lauderdale, Miami, and West Palm Beach. He built and sold marketing businesses before implementing, and clients at agencies and other firms cite his operating experience.
Sara B Stern
Sara B Stern is an Expert EOS Implementer in Saint Paul, Minnesota, who works mainly with family businesses. She previously directed the Family Business Center at the University of St. Thomas and has coached for over 20 years.
Scott Rusnak
Scott Rusnak is an Expert EOS Implementer in Scottsdale, Arizona, who has worked with over 150 organizations since 2005. He is a board certified coach for the US and British Olympic teams, has five business exits, and wrote the audiobook Who Is the Architect of Your Life?
Sean McDermott
Sean McDermott is an Expert EOS Implementer in Downers Grove, Illinois. He spent 12 years helping companies raise growth capital, then co-owned two companies for 15 years, a startup and a turnaround, and exited both.
Shannon Roberts
Shannon Roberts is a Certified EOS Implementer in St. Petersburg, Florida, also serving Washington, DC and Baltimore. She founded Brand Builders in the wine and spirits industry, used EOS to regain her time, and handed the company to a successor.
Simon Vella
Simon Vella is a Certified EOS Implementer based in Milan and Malta. He grew an IT service provider from 24 to 50 employees using EOS, then in 2021 co-founded a coaching firm aiming to bring EOS to 500 small and mid-size businesses by 2030.
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Side by side
| Coach | Focus | Works with | Based in | Rate |
|---|---|---|---|---|
| Tyler Smith | Exit planning and succession and Operations and systems | Founders and business owners | Birmingham, Michigan, United States | Not published |
| Catherine Juon | Scaling and growth and Exit planning and succession | Founders and business owners and Women | Milford, Michigan, United States | Not published |
| Chris Carmouche | Scaling and growth and Leadership and team building | Founders and business owners | Bloomington, Illinois, United States | Not published |
| Craig Hettrich | Scaling and growth and Leadership and team building | Founders and business owners | Sacramento, California, United States | Not published |
| Dan Mallin | Startups and founders and Scaling and growth | Founders and business owners | Edina, Minnesota, United States | Not published |
| Dan Rose | Scaling and growth and Exit planning and succession | Founders and business owners | Cleveland, Ohio, United States | Not published |
| Dan Wallace | Scaling and growth and Exit planning and succession | Founders and business owners | Downers Grove, Illinois, United States | Not published |
| David Robinson | Scaling and growth and Exit planning and succession | Founders and business owners | Saskatoon, Saskatchewan, Canada | Not published |
| Dione Spiteri | Scaling and growth and Operations and systems | Founders and business owners | Beverly Hills, California, United States | Not published |
| Don Maranca | Scaling and growth and Exit planning and succession | Founders and business owners and Christians | San Antonio, Texas, United States | Not published |
| Dwight Miller | Scaling and growth and Exit planning and succession | Founders and business owners | Spokane, Washington, United States | Not published |
| Eric Dykes | Scaling and growth and Operations and systems | Founders and business owners | Jacksonville, Florida, United States | Not published |
| Erik Kikuchi | Scaling and growth and Exit planning and succession | Founders and business owners | Waterloo, Ontario, Canada | Not published |
| Erik Perkins | Scaling and growth and Exit planning and succession | Founders and business owners and Executives | Grand Blanc, Michigan, United States | Not published |
| Evan J. Blumenthal | Scaling and growth and Exit planning and succession | Founders and business owners | Cedarhurst, New York, United States | Not published |
Common questions
How much does a business coach for exit planning and succession cost?
Based on 58 business coaches who publish their rates, the middle half charge $99 to $300 per hour or session, and the typical rate is $195.
What else do these business coaches help with?
Common focus areas include scaling and growth, leadership and team building, operations and systems and startups and founders.
Prices and research
- Are Business Coaches Worth It?
- Business Coach Cost per Hour
- Business Coach vs Consultant vs Mentor
- Coaching Packages and Prices: Hourly vs Monthly
- Coaching Rates Per Hour by Coach Type
- Coaching vs Therapy: Cost and Key Differences
- Do Certified Coaches Charge More?
- Executive Functioning Coach Cost
- How Many Coaches Are There?
- How Many Coaching Sessions Do I Need?
Other focus areas
Built from public coach profiles and websites, written in our own words. Last checked September 2026. How we build profiles.