Give Your Clients a Better Exit—Without Battling
Back-Office Burden
We partner with Certified Exit Planning Advisors (CEPA), Certified Exit Planners (CExP), CPAs, wealth managers, financial planners, and attorneys to handle the operational, financial, and people-side challenges of exit planning—so you can stay focused on strategy and relationships.
Why Advisors Partner
With Iron Wheel
Most exit advisors focus on strategy—but execution takes time, resources, and bandwidth. That’s where we come in.
You Stay the Strategist
We handle execution; you retain the client relationship and credit.
CPA-Led & Hands-On
15+ years of financial rigor and operational know-how.
Seamless Advisor Collaboration
We work under your umbrella, not in competition.
Proven Track Record
Across professional services, trades, and family-owned businesses.
Your Partner in Success
Iron Wheel Solutions is a CPA-led exit planning firm helping business owners prepare for and navigate successful transitions. We blend financial expertise with operational know-how to address the hard details—like financials, contracts, and governance—as well as the softer dynamics around leadership, HR, and family succession.
We collaborate closely with CEPAs, CPAs, financial planners (e.g., CFP®), attorneys (JD), and other credentialed advisors (e.g., CM&AA) to ensure every angle is covered. Our role is simple: make your clients’ businesses more valuable, more transferable, and ready for life beyond the owner.
How the Partnership Works
1. You Lead Strategy
You remain the trusted advisor and point of contact.
2. We Handle Execution
We clean up books, document processes, prepare leadership, and resolve diligence risks.
3. Your Client Wins
A smoother exit, a higher valuation, and less stress—all credited back to you.
Who We Help Together
Advisor + Iron Wheel partnerships are especially powerful for…
Professional Services Firms
$30M–$75M revenue; founder-led; concentrated client base
Trade Businesses
$50M–$100M revenue; owner as license holder or relationship hub
Family-Owned Companies
Multi-generational dynamics, fairness vs. equity concerns
What Advisors Gain
✔ Stronger client outcomes and higher valuations
✔ More confident, less stressed business owners
✔ Seamless execution that reflects well on you
✔ Time back to focus on strategy and growing your practice
Ready to Deliver More for Your Clients?
Partner with Iron Wheel Solutions to give your clients end-to-end exit support—without losing the advisor relationship.