Key Point Trusted Advisors (KPTA) was established with a singular mission in mind: to empower business owners to take complete control of their exit strategy—whether that’s happening today, a few years from now, or even further down the road in the future. Our dedicated team comprises highly experienced professionals who specialize in a variety of crucial areas, including mergers and acquisitions, comprehensive financial planning, effective tax strategies, legal structuring, efficient sales systems, and overall business operations.

We are proud to be Certified Exit Planning Advisors (CEPA), having undergone specialized training by the esteemed Exit Planning Institute, which equips us with the latest knowledge and best practices in the field. Our collaborative approach is cross-disciplinary, allowing us to thoroughly examine and address every single aspect of your business as well as your personal financial future, ensuring that nothing critical is overlooked in the planning process.