Kelly Carter America's Leading Business Exit & Retirement Planning Expert Featured on CNBC

NEW YORK - Feb. 17, 2025 - PRLog -- Kelly Carter is an experienced M&A advisor and CEO of Beacon Retirement Planning Group and is also the co-founder of Step-by-Step Exit and the M&A Wealth Transfer Conferences. He has worked directly with individuals and business owners throughout the United States for more than 30+ years and is a Certified Exit Planning Advisor (CEPA). He has built a team of exit planning advisors around the country to assist business owners in maximizing their business value using their proprietary Step by Step Exit process. Business owners throughout the US consider Kelly Carter and his team of Certified Exit Planning Advisors as the leading experts in succession planning, guiding entrepreneurs toward successful business transitions and into retirement.

You've dedicated years, decades even, to building your founder-led or family-owned business. Whether you are considering transitioning into retirement, seeking to recapitalize and secure some financial gains, or simply stepping back due to burnout or other life changes, navigating a business exit is a complex process best approached with expert guidance. Despite the large volume of owners looking to exit, many are unprepared. Recent studies suggest that over 80% of business owners have no formal exit plan, and more than 75% don't even know the value of their company.

Below is a short clip from a half hour with Kelly Carter scheduled to air as sponsored content on CNBC at 9 am EST on Saturday, March 1st, 2025.
https://www.youtube.com/watch?v=BkFVv6HImEw



According to the 2023 State of Owner Readiness Report issued by the Exit Planning Institute:

• Current research suggests that people age 55+ make up 21% of the population,but own a disproportionate 51% of privately held businesses in the US
• 73% of privately held business owners intend to exit within the next decade, representing a $14 trillion wealth transfer opportunity.
• This represents 3 million businesses valued at more than $15 TRILLION
• The current reality is that only 20% of these businesses will actually sell – meaning that more than $12 TRILLION of generational wealth could disappear without proactive succession planning.

Kelly Carter and his team of experts at Step-by-Step Exit are dedicated to transforming these statistics by empowering business owners with the knowledge and strategies needed for a successful transition. With the mergers and acquisitions landscape evolving rapidly, now is the time to begin planning your exit journey. Well-prepared business owners will be able to take advantage of favorable market valuations and high demand from buyers. Preparation is critical, as market saturation from the upcoming "Silver Tsunami" will likely increase competition.

Whether you're exiting tomorrow, or 5 years from now, you need to have a solid strategy in place and that begins with knowing the value of your business today, what that value could be if positioned correctly, and which gaps in your operation are hindering that value.

Kelly will introduce the concept of the Six1™ advisory team that every business owner needs for a successful transition. If you're considering selling your business in the next 3-5 years, the first step in the process begins with the Value Gap Assessment (VGA), which will identify gaps between your current performance and your desired exit value.By analyzing the key operational, financial, and market factors, the VGA provides you with a clear road map to bridge these gaps and enhance your business market value.

Find out the pitfalls of planning your successful transition and the steps you need to take NOW to increase the value of your business in this upcoming episode of Spotlight Television with one of the top exit planning strategists in the country.

Spotlight Television"; is a premiere news magazine television series that highlights successful American leaders, entrepreneurs, and businesses who are making an impact in their industry. Spotlight Television features guests from a diverse range of industries, all of whom are luminaries in their respective fields.

To learn more about Step-by-Step Exit and receive your free Value Gap Assessment today, visit http://stepbystepexit.com/spotlight.