Clarity by Design
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    • Home
    • Services
      • Our Process
      • Workshops
    • About Us
      • Our Team
      • CEPA
      • Contact Us
    • Books
      • Office Book Reviews
    • Legacy Footprint
    • Resources
      • The 5 D's
      • Exit Planning Suggestions
      • Preparation Checklist
      • Know Your Gaps
      • Four C's Article
      • 54 Value Factors
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Build Your Business's Success

Build Your Business's SuccessBuild Your Business's SuccessBuild Your Business's Success

Plan for tomorrow today

Ready to talk to an advisor?

Welcome

At Clarity by Design, we know how important it is to spend time ON your business and not just working IN your business. Business owners are busy people and we would like to help you build your business.

Find out more

About Us

Passionate Financial Experts

We are committed to helping you and other owners maximize the value of their business, take their personal and personal financial plans to the next level, and be prepared for what adventure comes next after transitioning their current company.

Learn More

Check Out Our Latest Book Recommendation

The Third Door

by Alex Banayan

See what everyone in the office had to say about this captivating read

Book Reviews

State of Owner Readiness

  • Two-thirds do not know all their exit options

  • 78% have no transition team
  • 83% have no written transition plan
  • 49% have no plan at all

  • Half need the company to remain profitable, yet 86% have not done strategic review or a value growth project

  •  40% have no plan to cover the 5 Ds
  • Become a member to learn about the 5 Ds

Find out more

Are You Prepared?

You're prepared when you have...

  • Have spent some time and money getting educated on the process of how to transition your business. You have discussed transitioning with your loved ones.


  • Your personal, financial and business goals are aligned meaning they are defined, co-dependent, and linked.


  • You have established a transition advisory team.


  • You have created and reviewed with key advisors and family members a contingency plan which should include buy-sell instructions, appropriate insurance, and specifies what should happen if you could no longer operate the business.

Become a member of the website for free and receive the whole list plus many more resources!

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The 14 Exit Planning Suggestions is just one of the tools we use to assist our clients. Join our email list and receive it free today!

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