BEACON EXIT PLANNING, LLC
NAPLES, FLORIDA

Beacon Exit Planning, LLC is a well-established consultancy in Naples, Florida specializing in independent exit strategy advice tailored to the personal needs of business owners. The firm’s core services focus on maximizing business value and minimizing taxes during ownership transfer while maintaining strong management teams and increasing profitability through effective succession planning. Beacon collaborates directly with business owners to develop comprehensive exit strategies that clearly define financial goals, identify optimal methods for ownership transfer, monetization options, and wealth protection mechanisms. With a deep understanding of the intricacies involved in exiting businesses—often an uncharted process for many company founders—Beacon positions itself as a guiding partner through this critical life stage. The firm underscores the importance of continuous succession planning, which is centered around developing human capital to ensure business sustainability and leadership transition from one generation to the next. The consultancy operates under licensed status in Florida as per filing number L16000019171, having been incorporated on January 22, 2016. Beacon’s office is set in Naples, within Collier County at 3177 Aviara Circle, Unit 101. They can be reached at (607) 731-0679 or through their website beaconexitplanning.com. Key figures associated with the firm include Kevin Kennedy who serves as Manager. Their focus on improving bottom-line performance, enhancing efficiencies, and increasing profitability aims to prepare businesses for sale by ensuring they possess sustainable earnings and can operate successfully without the current owners’ involvement. Beacon prides itself on a legacy of successful succession events since its formation in 1986. For businesses seeking guidance through their exit or succession processes, Beacon offers a comprehensive suite of customizable programs that not only aid in transition but also align with personal financial objectives while safeguarding wealth.