welcome to clear advice
Clear Advice Business is a business advisory firm created exclusively to help owners of small to mid-size businesses navigate the complex journey to a successful exit.
Through our proprietary process; Build Value, Protect Value and Monetize Value, we help solve problems by facilitating a process based on what is important to each specific business owner. Using the metaphor, Building Your Bridge to Monetization™, we assist business owners to build and execute their business monetizationTM and legacy strategy.
Using a team approach, Eric Donner as a Certified Exit Planner serves as the facilitator and integrator with the team. Working with the accountant, attorney, management and other business advisors, our role is to manage the team with the business owner to successfully cross the finish line with maximum value to the owners.
Business Advisor Team Integration
ABOUT ERIC DONNER ChFC®, CExPTM, CAP®, CLU®
Eric Donner has been helping successful business owners with their business, tax and wealth transfer planning needs for over 30 years. Beginning his career in New York City in 1986, Eric has helped business owners think through their unique business and personal challenges, integrating their business succession and individual exit planning needs with their family and philanthropic legacy desires.
As a Chartered Financial Consultant, Certified Exit Planner, Chartered Advisor in Philanthropy and Chartered Life Underwriter, Eric’s unique ability is to apply his knowledge and expertise to simplify this complex and sometimes overwhelming process. Having worked with and trained hundreds of accountants, attorneys, financial planners and life insurance advisors, Eric Donner serves as facilitator, working side-by-side with the business owner (and their team of advisors) to manage and coordinate their unique process.
Clear Advice Business, LLC was founded by Eric Donner based on one simple principal; to educate and help business owners build value, protect value and monetize the value of your business.
Our 30+ years of experience has allowed us to understand the unique entrepreneurial mindset, thereby positioning us to better facilitate their business exit process
As facilitators, we are accountable to the business owner and provide a high level of service, as well as constant communication to meet all deadlines
As a core value, we pride ourselves on our moral and ethical principles, as we work with our clients and their personnel addressing business and emotional intelligence