ClearPoint Family Office (847-808-1040) has announced an integrated exit planning service for business owners with $5M-$75M in assets, introducing its Founder's Freedom System to support coordinated business and personal wealth decisions to maximize outcomes.
-- Business transitions require careful evaluation of timing, valuation, and long-term outcomes for mid-market business owners. With this in focus, ClearPoint Family Office has introduced an integrated exit planning service that aligns business strategy with personal wealth planning. The service brings together enterprise value, tax planning, estate planning, and asset protection into a unified process, addressing a common gap in how founders approach their endgame planning.
More information is available at https://clearpointfamilyoffice.com/
The announcement comes as transition planning moves to the forefront for a growing number of US business owners. The 2026 UBS Global Entrepreneur Report indicates that 63% of founders plan to exit within five years, yet 47% have not built personal wealth outside their businesses. A separate 2024 RBC Wealth Management survey found that two-thirds lack a documented transition plan, and 41% don’t know their businesses' transferrable value.
Without coordinated planning, founders may encounter inefficiencies that affect both transaction outcomes and long-term financial positioning. Tax exposure, fragmented decision-making, and delayed wealth structuring can reduce the value realized from an exit.
To address these challenges, ClearPoint Family Office has developed its Founders Freedom System, integrating business and personal planning from the outset. The framework connects timeline, deal structure, and tax strategy with long-term wealth considerations, including lifetime cash flow planning, tax-efficient income design, exclusive investment programs, and asset protection.
A central concept is the Freedom Point: the level of wealth required to sustain a desired lifestyle without financial constraints. Establishing this benchmark can help founders determine a target valuation, evaluate transition timing and structure with greater clarity, and may support alignment of investment strategy and estate planning with long-term financial independence.
The service operates through a fractional family office structure, led by founder Joseph F. LoPresti, a Certified Exit Planning Advisor (CEPA), and coordinates tax, legal, investment, and business advisory disciplines within a single framework. ClearPoint follows a fee-based model, with planning structured across two tracks: transferrable business value optimization and personal wealth, tax efficiency, and legacy planning.
"Owners deserve more than fragmented advice," said Joseph LoPresti. "By bringing tax, wealth, and business planning into alignment, founders gain clearer decision-making and better visibility into their long-term options."
Additional information about the Founders Freedom System and integrated exit planning services is available at https://clearpointfamilyoffice.com/
Contact Info:
Name: Joe Lopresti
Email: Send Email
Organization: ClearPoint Family Office
Address: ClearPoint Family Office, Arlington Heights, IL 60005, United States
Website: https://clearpointfamilyoffice.com/
Source: NewsNetwork
Release ID: 89189412
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