M&A Advisory Services for Business Owners — Strategic Exit Planning

For business owners, a successful exit is rarely just a transaction—it is a coordinated financial, tax, retirement, investment, and legacy decision. Barking Sands Capital helps owners prepare for mergers, acquisitions, and strategic transitions with fee-based guidance, integrated planning, and a client-first process designed to clarify value, reduce uncertainty, and support life after the sale.

Business owner discussing M&A exit planning with advisor

Our M&A Advisory Services

Integrated advisory support for business owners preparing, evaluating, and planning around a strategic exit.

Exit Planning

Prepare for a future sale, merger, or ownership transition with structured planning that connects business goals, personal wealth objectives, retirement readiness, and the decisions that shape your outcome.

Tax Strategy

Coordinate business owner tax strategies with retirement, investment, and estate planning considerations so you can better understand after-tax proceeds and avoid overlooking key planning opportunities.

Post-Sale Wealth

Turn business sale proceeds into a comprehensive wealth plan that supports retirement income, asset management, risk management, family priorities, and long-term financial confidence.

Advisor guiding business owner through exit planning steps

Our Strategic Exit Planning Process

Clarify Owner Goals and Timeline

We begin by understanding your business, personal priorities, desired exit timeline, retirement needs, family considerations, and legacy goals. This creates a practical planning foundation before transaction decisions, valuation discussions, or advisor coordination become urgent.

Assess Financial Readiness

Coordinate Key Planning Professionals

Model Exit Planning Scenarios

Build the Post-Sale Plan

The Barking Sands Capital Difference

Why Choose Barking Sands Capital?

Barking Sands Capital is a solution-based firm that pairs M&A advisory expertise with integrated planning for business owners navigating complex strategic exit decisions.

Independent

Independent RIA structure supports transparent, fee-based guidance without pushing financial products.

Integrated

InteProcess™ coordinates legal, insurance, tax, retirement, and financial planning into one aligned strategy.

Owner-Minded

Founded by entrepreneurs who understand ownership decisions, family priorities, and business transition complexity.

Credentialed

CFP® and ChFC credentials support disciplined planning before, during, and after your exit.

Meet Barking Sands Capital

Experienced advisors helping owners plan with confidence.

Portrait of JB L'Esperance, Principal and ChFC at Barking Sands Capital

JB L'Esperance

Principal, ChFC

JB L'Esperance is a co-founder and Principal of Barking Sands Capital (The L'Esperance Group, LLC), holding the prestigious Chartered Financial Consultant (ChFC) designation. With a career that began right out of college in Michigan's Upper Peninsula, JB has built deep expertise in investment management, retirement analysis, estate planning, and small business planning. Licensed in life and health insurance in both Michigan and Minnesota, he has maintained lasting relationships with many of his earliest clients — a testament to his commitment to delivering excellent service and real value. The oldest of six siblings, JB developed strong teamwork and family values early, qualities that define his client-first advisory approach. He and his wife Kelly reside in Independence, Minnesota, where they continue growing their Midwest financial planning practice.

Portrait of Kelly L'Esperance, Principal at Barking Sands Capital

Kelly L'Esperance

Principal

Kelly C. L'Esperance is a co-founder and Principal of Barking Sands Capital (The L'Esperance Group, LLC), bringing a strong background in investment services, fixed income investing, retirement and education planning, and investment portfolio management. With five years of experience at one of the nation's largest commercial banks, Kelly joined her husband and business partner JB to build an independent, fee-based advisory firm grounded in putting clients' needs above all else. Growing up in Michigan's Upper Peninsula, where her family ran small resort businesses, Kelly developed an entrepreneurial spirit and deep appreciation for personalized service. Kelly resides in Independence, Minnesota, with JB and their two children.

Portrait of Curtis Hewitt, Advisor at Barking Sands Capital

Curtis Hewitt

Advisor

Curtis Hewitt is an Advisor with Barking Sands Capital, specializing in Medicare Planning and Long Term Care. Based in Marquette in Michigan's Upper Peninsula, Curtis brings a dynamic entrepreneurial career to his advisory role, having successfully started, managed, and sold multiple businesses throughout his professional life. He is also co-founder of MSIS Agency. Curtis holds a degree in Architectural Design from Lansing Community College and a Business Management degree from Colorado Technical University, where he graduated Magna Cum Laude. He holds Life and Health insurance licenses along with Series 6 and Series 63 registrations. A dedicated community servant, Curtis has served as president of a local Women's Shelter, school board member, and co-founder of a youth mountain biking program. He resides in Marquette with his wife and four children.

Portrait of Tara Handy, Client Relationship Manager at Barking Sands Capital

Tara Handy

Client Relationship Manager

Tara Handy is the Client Relationship Manager at Barking Sands Capital, bringing more than two decades of experience in the financial services industry. She specializes in client service, account management, and operational support, ensuring that both advisors and clients receive responsive, accurate, and professional assistance. Tara holds Series 7 and Series 63 securities registrations, Life and Health Insurance licenses, and is a commissioned Notary Public. She earned her Bachelor of Science in Business Administration from Gardner-Webb University. Known for building strong, lasting relationships, Tara is dedicated to making every client interaction seamless and reliable. She resides in western North Carolina with her husband and three children, and values hard work, strong relationships, and serving others in every aspect of her life.

Portrait of Andrea Cervena, CFP® at Barking Sands Capital

Andrea Cervena

CFP®

Andrea Cervena is a Certified Financial Planner (CFP®) with Barking Sands Capital, bringing over 20 years of financial industry experience spanning three continents and multiple sectors including banking, real estate, hospitality, and sports. She holds a BA in International Business and Business Administration from Minot State University and an MA in International Relations from the International University of Japan. Since 2020, Andrea has focused exclusively on personal finance, earning her CFP® designation and assisting clients with Tax Planning, Estate Planning, Retirement Planning, Education Funding, and Budgeting. Her service-oriented approach and global perspective allow her to craft creative, tailored financial solutions. Outside of work, Andrea is an active volleyball official, cycling community ambassador, and Masters Ski Racing board member.

Frequently Asked Questions

What are M&A advisory services for business owners?

M&A advisory for business owners helps prepare the financial, tax, retirement, and personal planning pieces that surround a sale, merger, or ownership transition. Barking Sands Capital focuses on strategic exit planning, helping owners clarify goals, organize financial decisions, coordinate professionals, and prepare for life after a transaction rather than treating the exit as a single event.

When should I start planning my business exit?

Can strategic exit planning help improve my business valuation?

How does tax planning fit into an M&A transaction?

What happens to my financial plan after the business sells?

How do you help protect confidentiality during exit planning?

Do you coordinate with my attorney, CPA, or deal team?

How are M&A advisory and exit planning fees structured?

Have Questions About Your Exit?

Get clear answers before making your next exit decision.

Certified & Trusted

Awards and Recognition

Certified Financial Planner credential badge

Certified Financial Planner

Advanced designation for comprehensive financial planning expertise.

Chartered Financial Consultant credential badge

Chartered Financial Consultant

Specialized training in advanced financial consulting strategies.

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Independent RIA

Fee-based guidance with transparent client-first compensation.

Start Planning Your Business Exit

Share your goals, timeline, and questions. Our team will help you determine the next practical step in preparing for a strategic business exit.

Contact Us Today

For immediate assistance, feel free to give us a direct call at 952-500-8854. You can also send us a quick email at jb@barkingsandscapital.com.