Bryan SonderbyBusiness Exit Planning


The Crestwell Group
Managing Member, Certified Exit Planning Advisor
☎ (949) 375-6461

Contact Me
Let’s discuss your business!

    About The Crestwell Group

    We strive to equip business owners with custom strategies for protecting, growing, and ultimately exiting their business. We are not business brokers, rather exit strategists that provide a fiduciary level of planning and advice to business owners.

    About Me

    I learned at an early age that I am driven by my entrepreneurial spirit. This passion has led me to start, operate, grow, and exit four of my own companies. I have translated those successes and failures into a niche practice focused on helping other small to medium sized business owners in their journey.

    On a personal level, I have a beautiful family of five with three awesome boys. We reside in San Clemente, CA and I grew up in Colorado. My other passions are golf, travel, and sports.

    These Are The Services I Can Help You Learn About:

    • Exit Planning Strategies
    • Business Valuations
    • Marketability Assessments
    • Value Acceleration Planning
    • Succession & Transfer Coaching
    • Owner Readiness Assessments

    A Good Referral For Me…

    Any small to medium size business owner in Southern California (defined by $1M-$50M of gross revenues). My value proposition is very unique and can often times be misunderstood so I prefer a simple hand-off by email or text.

    Organizations, Certifications & Affiliations

    • Certified Exit Planning Advisor
    • Exit Planning Institute
    • M Financial Group

    At Crestwell, we believe the entrepreneur is the single greatest contributor to empowering individuals, families, and building our communi:es. Our passion is serving our business owner clients on their journey to “crest well.”

    Contact Us

    We kindly ask that you provide us with full contact details, and that you please include the category of business that you would wish to represent in our group, should you be accepted as a member. Members have exclusive rights to their business category.