Business Planning


Business Planning

Omnia for Entrepreneurs

Omnia understands business owners. Whether you are thinking of selling, preparing for sale, in the final stages of a sale or post sale, we support you throughout the process. As your ally, we’re able to help you review documents, assess proposals, evaluate your family’s long-term planning and attend to details so you can focus on the next phase of your company.

Our team can help you to confidently integrate an exit strategy into your business, personal and financial goals.


A strategic exit plan can help you navigate all the necessary details to ensure a successful sale of your company, and the best time to start is now – before you need to.

In this video interview, Omnia Chief Operating Officer Michael Wagner and Senior Wealth Advisor and Certified Exit Planning Advisor Erez Hevroni discuss what an exit plan entails and why business owners without a plan may be leaving money on the table.

When you’re ready, we’re ready.

Take a self-evaluation on your readiness to move towards a sale.

Get Started

Concentration builds wealth, but diversification preserves it. To preserve what you built, we work with a view of long-term planning for you and your family, making sure that your hard work and dedication leads to your ultimate financial objectives.

There are unique risks associated with concentrated wealth. We help you sidestep them.

  • Asset allocation
  • Liquidity planning
  • Structure planning

We provide expertise and market information that can alter the ultimate success of the liquidity event. We help you address things like:

  • Business valuation
  • Market conditions
  • Timing and exit strategy
  • Potential partners/buyers/private equity firms
  • Pre-sale checklist

While you focus on the details of your sale, merger or acquisition, or liquidity event, Omnia helps you plan for details that can impact you and your family long-term, including:

  • Risk management
  • Liquidity needs
  • Tax planning
  • Portfolio/concentration risk
  • Exit planning

Omnia helps you determine what’s next:

  • Investment strategy
  • Next venture planning and support
  • Long-term wealth planning


Consider an exit plan as a first step.

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