Most business owners will exit their company exactly once. And most will do it without a plan. That means selling for less than the business is worth, paying more in taxes than necessary, and walking away wondering what could have been different. Whether you’re a general contractor or an HVAC company owner thinking about retirement — the time to start planning your exit is now. Not next year. Not when you get an offer. Now.
I’m Alex Koury — a Certified Exit Planning Advisor (CEPA®) and Certified Financial Planner (CFP®) who specializes in helping business owners in the construction and home services industries prepare for and execute a successful exit. I don’t just give advice. I coordinate the entire process — assembling and managing your deal team of investment bankers, M&A attorneys, tax specialists, and valuation experts. Think of me as the quarterback who makes sure every professional is aligned, every step is executed, and you walk away with the best possible outcome.
Alex Koury is a , CERTIFIED FINANCIAL PLANNER™ Professional, a CERTIFIED PRIVATE WEALTH ADVISOR™ Professional, and a CERTIFIED EXIT PLANNING ADVISOR™ in Phoenix, Arizona. In addition to being holding these three certifications, he holds the following securities registrations: Series 7, 9 & 10 – General Securities and Series 66.
With 17 years of experience, he is a huge advocate for helping business owners create successful exit planning strategies. "Small Business owners are the backbone of our country's economy, and it is critical to help them build an exit plan that meets their lifestyle and financial goals while ensuring the lasting legacy and success of the business they have created."
After graduating in 2003 from Regis University in Denver, Colorado with a Bachelor of Science in Finance and a Bachelor of Science in Economics, Alex returned to his home state of Arizona.
In addition to his professional achievements, Alex enjoys basketball and soccer, hiking outdoors and spending time with his wife, Amzi, and their daughter, Naila.