Make it stand out.
EXIT PLANNING & OWNER BASED PLANNING
You've Built Something Remarkable. Now Let's Make Sure You Leave on Your Terms.
Personalized Exit Planning and Owner Based Planning for business owners who want clarity, confidence, and a path to their best next chapter.
500+
Successful transitions
Nationwide
Clients across the U.S.
20+
Years of experience
The challenge
Most Business Owners Are Flying Blind on Their Biggest Financial Decision
The sale or transition of your business will likely be the largest financial event of your lifetime. Yet most owners face it without a plan.
See all your options — not just the obvious ones
Unlock your business's real value — most owners undervalue it
Build a personalized plan — your timeline, your terms, your outcome
Coordinate your advisors — one strategy, not conflicting advice
"My financial advisor and accountant were giving me confusing advice. KCG brought everyone together around one clear plan."
— Genevieve T., St. Paul, MN
500+ Successful Business Owner Transitions
“Kalamath helped me unearth the cash value of my company. I had been undervaluing it and assuming I couldn’t leave until I hit a higher return. But they helped me get clear and I was able to retire within a year of working together.”
— Jeremy W., Seattle, WA
“We had a key employee leave and I was ready to retire. I was unclear what my options were and Kalamath helped me get clear about the future.”
— Sam B., Aurora, CO
“My financial advisor and accountant were giving me confusing advice when it came to transitioning out of my business. Kalamath Consulting helped create a plan that worked for me and my complex situation.”
— Genevieve T., St. Paul, MN
“I had a complicated family business to transition and they helped walk us all through lots of land mines to come out successfully on the other side.”
— Kevin J., Phoenix, AZ
Every Plan is Personalized
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Clarify Your Vision
We can’t know if we’ve reached our goals unless we know clearly where we are going. Kalamath will help you get specific and measurable with your personal goals.
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Unlock Your Business Value
Business owners often undervalue their business and have no way of converting value for cash. Kalamath will help you unlock opportunities for greater return.
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Walk With Confidence in a Plan
Whether you’re looking for an heir apparent or want to find the right buyer, we’ll create a plan that works for you, then help you implement the plan.
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Live Your Better Life
Realize those dreams, brighter and sooner than you might have imagined!
Get Started Today - Free 30 Minute Consultation
Tell us a little more about yourself and let’s set up a 30 minute call to see if Kalamath can help.
When You Live Your Best Life, We Win
Kalamath Consulting Group (KCG) is the national leader in business transition planning. We are headquartered in Denver, Colorado and have helped owners in nearly every state. We help business owners benefit from their life’s work by creating a personalized plan that transitions them out of their current role, identifies the value available and cash requirements, and meets their “best life” goals. KCG does not sell insurance, wealth management or other financial services products.