At Exit IQ, we bring decades of experience in entrepreneurship, financial strategy, and exit planning to help business owners maximize their company’s value and navigate successful transitions. Our leadership team has guided hundreds of businesses across diverse industries, providing strategic solutions that ensure smooth exits and long-term financial success.
With extensive backgrounds in wealth management, financial planning, and business strategy, our founders have worked alongside privately held middle-market businesses ranging from $5 million to $500 million in value. We specialize in exit readiness, succession planning, shareholder agreements, tax and estate alignment, and value acceleration, ensuring owners are fully prepared for every stage of their business journey.
Richard H Tanner
CEO and Co founder of Exit IQ, Richard has spent his career founding, managing, and successfully exiting businesses in healthcare, education, financial services, and hospitality. His expertise as an Exit Planning Strategist, Certified Financial Planner, and Securities Principal has made him a trusted advisor to business owners nationwide. Over the past 17 years, he has led the execution of hundreds of exit strategies, helping owners secure the best possible outcomes.
Cory Tanner
Founder and President, Cory has been instrumental in shaping Exit IQ’s growth and success. He has worked closely with founders, management teams, and boards to optimize enterprise value and create strategic exit roadmaps. Recognized as a Top 100 Innovator and Entrepreneur (2022) and a Top 100 Business Leader in America (2023), Cory is a nationally respected expert in business readiness and exit strategy. His deep knowledge of buy-sell structuring, equity incentives, and pre-transaction planning has made him a sought-after advisor for companies preparing for high-value exits.
At Exit IQ, WE HELP YOU EXIT INTELLIGENTLY AT MAXIMUM VALUE