Welcome to Exit Planning Pros

About Us

Our Team

Fredric  A. Berger, CEPA, ChFC, MSFS - Principal Value Advisor

Over 20 years working with businesses. Former Instructor in Finance at the University of Phoenix.

CEPA _ Certified Exit Planning Advisor 2017

Working with an alliance and team of other business professionals to help you grow your business to "Best in Class". 

Active Affilate of the MAUS business software providing the necessary tools businesses need to increase the value of their business


Our Process

Get to know you and your business.

Access your Business Attractiveness

Discover your Business Readiness.

Compare you business value to others in your industry.. 

Establish your personal readiness.

What is your financial readiness?

Help to develop Action Plans for Value Growth

Work with you and your business team to accomplish Action Plans. 

Provide assistance in your business transfer or selling process. 


Our mission

Helping wineries, breweries, senior care facilities and small manufacturing businesses with annual incomes of $1,000,000 to $15,000,000 in Southern California and Nevada to increase their values in order to achieve the "Best in Class" and maximize the value the owner so he/she has the money and a plan for their next Act after the business life.


One of our key goals is to educate and help the business owner understand the numerous options available and

maximize the value growth and assist in the successful sell or succession process. 


With the MAUS business software we have available, we can help business owners increase productivity now and improve the value of the business to potential buyers. 

Subscribe

Sign up to hear from us about specials, sales, and events. By subscribing today we are providing for a limited time a PDR copy of: "Business Plans - How to Prepare Fast, Stunning and Comprehensive Plans" by MAUS Business Guide

Contact Us

Drop us a line!

Better yet, see us in person!

We love our customers, so feel free to visit during normal business hours.

Get you complementary Business Attractiveness Assessment while you are here. 

EXIT PLANNING PROS

16870 W Bernardo Dr #446, San Diego, California 92127, United States

(760) 681-1200

Hours