Meet Dianne Kelley, CEPA
Dianne brings over 35 years of experience working with small business owners, particularly in the construction and technology sectors. As a Certified Exit Planning Advisor (CEPA), she combines real-world insight with proven methodology to guide clients through one of the most important transitions of their lives.
Her approach is grounded in:
Clarity – Clear insights and honest conversations to help you exit gracefully and profitably.
Strategy – Every plan is customized based on your business, goals, and timeline.
Support – We collaborate with your existing advisors - or connect you with trusted professionals in legal, tax, HR, and valuation. We are here as a partner to secure your legacy.
Whether you're five years from retirement or simply wondering what your business is worth, Dianne helps you uncover risk, identify opportunity, and put a plan in place - before life makes the decision for you.
“I never set out to be in this field - after working with business owners over twenty five years, I saw how many were unprepared, I couldn’t ignore the problem. I’ve made it my mission to help you take control of your exit and protect what you’ve built. Let’s make sure your business rewards you for all the hard work you’ve put in.”
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