Business Growth & Exit Planning
for Business Owners
Exit Planning isn’t just about selling your business — it’s about growing it today.
Business owners in rural and agricultural markets are built different. You’ve weathered uncertainty, stayed tied to your community and land, and built your business on hard work and fair deals. It’s what makes your business, finances, and family strong. Generic advisors often miss that. Many rely on templates that were never designed for the realities of rural business ownership.
Our clients include manufacturers, banks, physical therapists, ag businesses, optometrists, and contractors across Iowa, Wyoming, and surrounding rural communities. Many lead teams of 10 to 20+ people and have carried much of the day-to-day operation on their shoulders. If that sounds familiar, you’re in the right place.
At JH Pierce Wealth Management, we use a flexible 3-Phase Exit Planning process to help owners build dependable workflows, strengthen their management and finance structure, and create a business that runs smoothly — with or without them. The end result? More time, more efficiency, and a business that’s worth more because it operates better.
Whether you plan to sell in three years or transfer to the next generation in twenty, our structured business growth and exit planning helps you grow business value now while preparing for both planned and unplanned transitions in the future.
Why Choose JH Pierce Wealth Management
- We understand the realities of running a business in rural America — and we cut through the jargon to give you clear, practical guidance.
- We start with your goals, not a playbook. Every exit plan we design is built around what you want for your business, your family, and your legacy.
- We collaborate with the whole team. From CPAs and attorneys to bankers and potential buyers, we keep everyone on the same page so your business and your exit run smoothly.
- We help you keep more of what you’ve built. Through smart tax planning and deal structure, we make sure your hard work pays off the way it should.
Who We Serve Best
- Trades, construction, ag, and blue-collar industries
- Professional & Medical Services serving rural communities
- Owners prepping for business growth, succession, or exit
- Those tired of coordinating disconnected advisors
Our 3-Phase Exit Planning Process
Phase 1: Discover
What if you sold tomorrow? We use this question to benchmark where you stand. We assess your business’s readiness to transition, your business’s attractiveness to a third party, and your personal readiness for a business transition. We’ll evaluate your processes, leadership structures, and key value drivers to identify where you can improve and grow.
Phase 2: Prepare
We build your master plan along two concurrent paths: Business Improvements and Personal & Financial Planning. Then we help you deploy strategies that improve your processes, financial structure, and management, and boost the efficiency and value of your business.
Phase 3: Decide
When you’re ready to make a big decision — a sale, a transition, or a major reinvestment — you’re prepared. You’ll know what you need, who’s doing what, and how to make it all work without dropping the ball. We coordinate with your legal, tax, and deal teams to make it seamless.
* Neither our company nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney, legal, or tax counsel for advice on specific legal and tax matters.
Ready to get started?
Book your Intro Call today and take the first step toward the exit you deserve. You’ve built a strong business—now it’s time to make sure that hard work pays off.
