Bryan SonderbyBusiness Exit Planning
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.
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