Business Owners

Maximize your business sale
Maximize your future

We help owners focus their goals and strategies to maximize the sale of their business, exit high, and live well.

Don’t leave anything on the table.

Our Clients have sold their businesses to:

Business Partners
Competitors
Employee Management Teams
Family
Fortune 100
Private Equity
Strategic Alliance
Key Employee Internal Transfer

Industries
we’ve worked
with:

Advertising
Architectural
Banking
Beverage Distribution
Chemical Distribution
Commercial Construction
Dealership
Engineering
Farm
Financial Services
Government Contracting
Heavy Construction
Heavy Manufacturing
Import/Export
Industrial Sales
Landscaping
Manufacturing
Medical
Mining Equipment
Oil Field Services
Pipe Line Services
Ranch
Real Estate Development
Retail
Transportation
Travel
Truck/Air Logistics
Veterinary Clinic
Food and Beverage Distribution

Food and Beverage Distribution

"Capstone helped us understand our future cash flow with greater clarity."
Health Care Industry

Health Care Industry

"Thanks to the counsel I received from Capstone, I was able to achieve my target."
Oil & Gas Services

Oil & Gas Services

"We are confident that our long-term goals are being met and well tended to by Capstone."
Retail Industry

Retail Industry

“Capstone’s excellent knowledge and resources helped us feel confident during the process of selling our business.“

Food and Beverage Distribution

Client Review

“We were introduced to Capstone Wealth by our accountant when we were ready to begin preparing for retirement. Capstone helped us understand our future cash flow with greater clarity. This clarity gave us greater confidence in engaging industry buyers based on our knowledge of what would be needed from the sale to provide for our lifestyle. After the sale, Capstone and our accountant helped us think through tax strategies, and the Capstone team shared suggestions for reducing the impact of taxes on our investments. Thanks to Capstone’s advice, we were able to use both our tax savings and some of the proceeds from our sale to fund our philanthropic wishes with confidence.”

Carter & Betsy M., Current Client
Industry: Food and Beverage Distribution
Employees: 18
Buyer: Strategic buyer in the industry

* Carter & Betsy M. were not compensated for providing this testimonial.

DISCLAIMER

** Not every client we serve experiences the levels of service provided in these testimonials; nor do they achieve similar outcomes. There are many factors the client and Capstone Wealth cannot control that will directly affect a client’s experience and outcome. Therefore, in retaining our services, DO NOT expect similar experiences or outcomes.

Health Care Industry

Client Review

“My accountant introduced me to Capstone Wealth in 2004 because he knew they could help me plan for my retirement. Mark and his team shared cash flow models to help me understand how much I would need to save. They monitored and managed my investments and provided regular updates on my progress. Thanks to the counsel I received from Capstone, I was able to achieve my target. Now that my medical practice has been sold, I trust the security of my income to support my lifestyle. Mark and his outstanding team went above and beyond to help me accomplish my goals. They have earned my trust by always pursuing my and my family’s best interest, and I feel truly blessed to have been brought to them.”

Philip T., Current Client
Industry: Health Care; Private Medical Practice
Employees: 18
Buyer: Physician, Key Employee

* Philip T. not compensated for providing this testimonial.

DISCLAIMER

** Not every client we serve experiences the levels of service provided in these testimonials; nor do they achieve similar outcomes. There are many factors the client and Capstone Wealth cannot control that will directly affect a client’s experience and outcome. Therefore, in retaining our services, DO NOT expect similar experiences or outcomes.

Oil & Gas Services

Client Review

“My husband and I were introduced to Capstone Wealth in 2004 through our estate planning attorney and have worked with the firm ever since. The team works so hard to ensure we understand the availability of various investments and the retirement needs of our business. We are always impressed by the presentation and knowledge provided of the financial industry. The Capstone team is very reliable and trustworthy and puts your interests first. We would not use anyone else for our financial security and are confident that our long-term goals are being met and well-tended to. We highly recommend the Capstone Wealth team to anyone ready to establish their financial and retirement goals.”

Jerri H., Current Client
Industry: Oil & Gas Services, Welding & Fabrication
Employees: 1500+
Buyer: National Industry Strategic Buyer

* Jerri H. was not compensated for providing this testimonial.

DISCLAIMER

** Not every client we serve experiences the levels of service provided in these testimonials; nor do they achieve similar outcomes. There are many factors the client and Capstone Wealth cannot control that will directly affect a client’s experience and outcome. Therefore, in retaining our services, DO NOT expect similar experiences or outcomes.

Retail Industry

“Capstone’s excellent knowledge and resources helped us feel confident during the process of selling our business. In addition to helping us understand the valuation of our business, they recommended a few things we could do to increase its value. The buyers ended up being two of our key employees, and Capstone also guided them through each step of the sale, explaining everything and making the process as simple as possible. Capstone really did make it a win-win for everyone involved!”

Jay H., Current Client
Industry: Retail; Multiple Community Locations
Employees: 26
Buyer: Internal purchase by two key employees

* Jay H. was not compensated for providing this testimonial.

DISCLAIMER

** Not every client we serve experiences the levels of service provided in these testimonials; nor do they achieve similar outcomes. There are many factors the client and Capstone Wealth cannot control that will directly affect a client’s experience and outcome. Therefore, in retaining our services, DO NOT expect similar experiences or outcomes.

There is a lot at stake

90% of business owners’ net worth is tied up in their business — over 50% of business owners will try to sell the company themselves. However, most fail when juggling the day-to-day and leading a successful sales process.

Future Risk
70% of business owners do not know what amount of after-tax income they need to support their lifestyle.
Life’s Busy
The average business owner spends over 50 hours a week running their organization, making it almost impossible to manage a successful business sale or transfer of ownership at the same time successfully.
Poor Timing
53% of business owners have not thought through a transition plan, even when two-thirds are over 51 years old.
Lack of Experience
Buyers want to buy a business, not a job. It takes time and expertise to show prospects the big idea, the potential in your business, and lead them to a great transfer of ownership.

There is an answer

You need a bullet-proof transition. Capstone Wealth offers the experience and process you need to maximize your business sale, exit high, and live well.

Secure your future
A maximum profit means you can stop dreaming about the future and plan for it. Statistics show that most business owners are unsure what they need to sell their business for in order to live well. With Capstone Wealth, you can put your anxieties to rest.
Tax minimization
Many of our clients are able to reduce their tax obligations by 30 to 80 percent by implementing proven tax-saving strategies in selling their business. We work closely with your advisor team to design and implement strategies that minimize tax consequences in order to maximize the financial resources available to you.
Maximize profit
Why risk leaving potential financial gains on the table when you sell your company? Timing, strategy, and a great partnership improve your chance to reach your long-term goals — leading to a successful exit.
Your Terms
We help you focus on the strategies and techniques that are likely to have the most significant impact on the value of your business to facilitate your ultimate exit on your terms.
Clear strategy & process
Exiting a business has its challenges. Suffering through a clunky exit will be stressful and likely produce less potential profit. Our proactive and straightforward process helps you work through the necessary steps of leaving well, maximizing profits, and easing your anxieties.
Partnership
Our clients win with our national network of tax, legal, and risk management professionals that enhance our team’s expertise.We will quarterback your professional team to bring the right expertise at the right time.

 

We’ve been helping business owners for over 30 years.

We understand

You’ve invested a great deal of your life, finances, and energy in establishing and leading a successful company. You and your family have sacrificed to create something unique; it’s time to reap the benefits fully.

We know how hard it can be to take the time to find a great solution to plan your exit, make your business attractive to buyers, and secure your future financial security.

The Capstone Difference

We deliver a multi-year conversation, not a transaction. We help you translate and execute the business valuation results so you can exit high and live well. We will help you highlight the significant aspects of your business while shoring up the areas that could diminish your sale potential.

You owe it to yourself to at least have a conversation about our process. We can help you.

Our Fees

Prior to working with you, Capstone Wealth will schedule a discovery conversation so we can learn about your expectations for a successful transfer of your business. If we are confident that we can help you achieve your objectives AND you choose to engage Capstone Wealth, we will propose a fee schedule based on your timeline and objectives. If our proposed fee is acceptable to you, we will welcome you as a new client and work hard to help you achieve your objectives so you can enjoy a smooth transition to your post-ownership lifestyle.

 

Here is how it works

Our process considers your unique challenges, concerns, and priorities to yield clarity around a more prosperous future.

Our most profitable service to owners is our ability to identify and define what we call “The Gap.“The Gap is the distance between the realities of your business and your short or long-term needs.

Unfortunately, many owners don’t mind the gap and often miss out on better profits, leaving critical gains on the table. Let’s make your exit process bullet-proof.Here is a simple way to look at our process.

Certain factors out of your or Capstone Wealth’s control may limit our ability to apply our business exit services, strategies, and methods in a manner necessary to produce a successful outcome:

1. There simply may not be a buyer for your particular business, especially if your business is a niche business that requires specific unique talents and expertise to successfully operate the business.
2. A potential buyer may be unable to secure financing at terms necessary to make the purchase economically feasible.
3. Unfavorable economic forces such as contraction, high-interest rates, elevated inflation, etc., may be present or forecasted at the time you are seeking to sell, causing potential buyers to postpone or delay major purchases.

Let’s Talk

 

Maximize Your Business Sale. Maximize Your Future.

At Capstone Wealth, we help business owners focus their goals and strategies to maximize the sale of their business, exit high, and live well. You’ve invested your life, finances, and energy into building something meaningful — now it’s time to secure the return you deserve. Don’t leave anything on the table.

READ MORE

Our proven business succession planning in Billings and business financial planning across Montana give you the clarity, strategies, and team support to ensure a smooth, profitable exit. Whether your buyer is a Fortune 100 company, a private equity firm, or a trusted family member, we make sure your transition is structured for maximum value and lasting peace of mind.

Who Our Clients Sell To

Over the years, our clients have successfully transitioned ownership to:

  • Business Partners
  • Competitors
  • Employee Management Teams
  • Family Members
  • Fortune 100 Companies
  • Private Equity Groups
  • Strategic Alliances
  • Key Employee Internal Transfers

No matter the pathway, our business exit planning in Billings, MT ensures the process protects your legacy while securing the lifestyle you’ve worked for.

The Industries We Serve

Our experience spans a wide variety of sectors. Capstone Wealth has worked with companies in:

  • Advertising
  • Architectural & Engineering
  • Banking & Financial Services
  • Beverage & Chemical Distribution
  • Commercial & Heavy Construction
  • Dealerships
  • Farms, Ranches, & Agricultural Businesses
  • Government Contracting
  • Heavy Manufacturing & Industrial Sales
  • Import/Export
  • Landscaping & Real Estate Development
  • Medical & Veterinary Clinics
  • Mining Equipment & Oil Field Services
  • Pipeline Services
  • Retail, Transportation & Logistics
  • Travel & Truck/Air Operations

Each industry presents unique opportunities and challenges in the exit process. Our role as your business transition advisor in Montana is to tailor solutions that meet the specific dynamics of your market while positioning your business to attract serious buyers.

The Risks of Going It Alone

For many owners, 90% of their net worth is tied up in their business. Yet more than half attempt to sell their company without guidance. Unfortunately, most fail due to the overwhelming demands of running the business while trying to lead a complex sales process.

Here are the common risks:

Future Risk

Over 70% of business owners don’t know what level of after-tax income they’ll need to support their lifestyle after exiting. Without proper planning, this creates uncertainty and financial vulnerability.

Life’s Busy

The average business owner spends 50+ hours per week running their company. Adding the task of orchestrating a successful sale often results in missteps, lost opportunities, or deals falling through.

Poor Timing

More than 53% of business owners have no transition plan, even though two-thirds are over 51 years old. Delaying planning reduces options and forces rushed decisions.

Lack of Experience

Buyers want to buy a business — not a job. It requires expertise to present the big picture, highlight growth potential, and build a compelling case for ownership transfer.

The Capstone Wealth Solution

We believe there’s an answer: a bullet-proof transition plan. Our team delivers the structure, strategies, and experience you need to maximize your business sale, exit high, and live well.

Secure Your Future

By achieving maximum profit, you move from uncertainty to confidence about your post-ownership lifestyle. Our business succession planning in Billings helps define what you truly need to sell for in order to live well.

Tax Minimization

Capstone Wealth works with your advisor team to design tax-efficient exit strategies. Many of our clients reduce tax obligations by 30–80%, preserving more of their hard-earned wealth for the future.

Maximize Profit

A strategic sale process prevents you from leaving money on the table. Timing, preparation, and a strong partner like Capstone Wealth improve your chance of reaching long-term goals.

Your Terms

We focus on strategies with the greatest impact on your business value. Our goal is to help you exit on your terms, whether that means selling to a competitor, passing the business to family, or entering into a private equity partnership.

Clear Strategy & Process

Our straightforward process eliminates the stress and confusion of exiting. We help you work through every step, ensuring you maximize profits and enjoy peace of mind.

Partnership

Through our national network of tax, legal, and risk management professionals, we bring together the right expertise at the right time. As your business transition advisor in Montana, we quarterback your team to ensure nothing is overlooked.

We Understand

For over 30 years, Capstone Wealth has guided business owners just like you. We know the personal sacrifices, late nights, and investments you’ve poured into your company. Selling is more than a transaction — it’s the transition to the next chapter of your life.

Many owners hesitate to plan because they’re consumed by day-to-day operations. But without preparation, you risk diminished value, missed opportunities, and financial insecurity. Our role is to lift the burden off your shoulders so you can focus on running your business while we position it for an optimal sale.

The Capstone Difference

We don’t approach business exit planning as a one-time event. Instead, we engage in a multi-year conversation that aligns your business valuation, financial needs, and lifestyle goals.

Our business financial planning in Montana ensures your sale proceeds translate into a secure future — not just a lump sum transaction. By shoring up weaknesses and emphasizing strengths, we make your company more attractive to qualified buyers.

We don’t just value your business; we help you grow and present it in the most compelling way possible. That’s the Capstone difference.

Our Process: Mind the Gap

The cornerstone of our work is identifying what we call “The Gap.”

The Gap is the distance between the current realities of your business and the financial needs of your future lifestyle. Many owners fail to recognize this gap, leaving potential profit and security behind.

Our process focuses on:

Identify the Gap – Compare your exit objectives with your current business and personal financial resources.

Strategy & Process – Create a plan to strengthen weaknesses and highlight strengths.

Sell & Transfer – Develop a process to sell or transfer while maintaining business continuity.

Final Product – Execute a comprehensive exit plan, including personal wealth and estate planning.

By working through this process, we transform uncertainty into clarity, stress into confidence, and potential into profit.

Fees and Engagement

Before working with you, Capstone Wealth begins with a discovery conversation. We want to understand your goals, timeline, and expectations for a successful transfer.

If we’re confident we can help you, and you choose to move forward, we’ll propose a fee schedule tailored to your objectives. Once engaged, our team works relentlessly to deliver a smooth transition and position you for post-ownership success.

Why Start Now?

The most profitable business exits don’t happen by chance — they’re the result of intentional planning. With Capstone Wealth’s business exit planning in Billings, MT, you gain:

Peace of mind knowing your financial future is secured.

A clear strategy to maximize profit and minimize taxes.

Confidence that your family and legacy are protected.

A proven process that transforms your business into an attractive acquisition.

Don’t wait until circumstances force your hand. Start today, and give yourself the freedom to exit high and live well.

Ready to Maximize Your Exit?

You owe it to yourself to have a conversation about our process. Capstone Wealth has helped hundreds of business owners in Billings and across Montana successfully plan, transition, and secure their future.

Let us help you maximize your business sale — and your future.