Pre-Retirees
Shape your ideal retirement with a plan that flows with your dreams.
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Business Owners
Nurture your potential with a strategy that supports your growth and future.
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Entrepreneurs
Foster your business growth and navigate the financial terrain with steady guidance.
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High-net Worth Families
Secure your family’s future with thoughtful planning and guidance.
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Next-gen builders
Cultivate a strong financial foundation for the future you envision.
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Professional athletes
Protect your achievements and transition into a prosperous new phase.
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Growth & Exit Planning, In Motion
Your business is more than an asset. It’s a reflection of your effort, your choices, and the impact you’ve created. Our goal is to support business owners in maximizing and realizing the full value of what they have built.
Discover the DifferenceAlign Your Exit Strategy with Your Vision
We work with business owners, founders, and trusted advisors to design coordinated strategies that build value, create liquidity, and prepare for what comes next in every stage of transition.
Services include liquidity planning, tax strategies, capital gains strategies, estate planning, and succession planning, culminating in expert execution of your pre-sale planning, transaction planning, selling a business, and defining clear exit strategies.
Businesses nationwide, including 200,000 mid-market
Of Owners want to stop working in the next 10 years
Have a written Exit Plan to transition ownership
Of Owners will stop being owners at some point
Powered by the BEI NJ Chapter
A successful business requires a team of professionals with specialized skill sets to provide clarity and real options at every stage of growth and transition.
Tomoro is honored to partner with the Business Enterprise Institute (BEI) and launch the New Jersey BEI Exit Planning Chapter.
This chapter brings together New Jersey’s top professionals across law, finance, valuation, and advisory to collaborate on the complex challenges of business growth, liquidity, and transition.
Let's talk
Anna C. Pelligra, Esq.
ACP Law Founder - Estate Planning Attorney
Anthony DeSena
VitaCres & PAX Health CEO and Chairman
Ashley Sarokhan
Lazear Capital - Managing Director
Darlene Shaffer
GPS Consulting - Value Growth Advisor and Exit Planner
Jeremy Suarez
TOMORO - Managing Partner
Jim Carlisle
Dinsmore Law, Partner, Chair of Growth & Exit Planning Group
John Mousseau
The Alternative Board Jersey Shore North, Owner & CEO
Jordan Krant, CPA MBA
Adeptus Advisors - Partner
Michael Canarick
Canarick & Canarick - Estate Planning Attorney
Nicholas Green
Dinsmore Law - Associate Attorney
Matthew Santarsiero
Wealth Advisor, Tomoro
Videos from the BEI NJ Chapter
NJ BEI March Highlights
ESOP Private Equity Target
ESOP No Tax
ESOP Maintain Control
ESOP After Tax Proceeds
NJ BEI February Highlights
Dry Gun Powder
Darlene Value Engineered
Darlene Client No Employees
Nick Not Every Owner Has Same Objective
Nick House Value
Nick Everyone Will Leave Their Business
A Framework for Financial Freedom
Tax and value strategies for every stage of exit.
Pre-Transaction Planning
Prepare your company, family, and finances for a smooth transition with proactive tax strategy, capital gains planning, and entity optimization.
alue Acceleration and Exit Design
Strengthen operations, improve cash flow, and choose the exit path that aligns with your goals (sale, succession, or recapitalization).
Tax-Efficient Wealth Management
Coordinate liquidity, charitable giving, and long-term investment strategies to preserve the wealth you've built.
Legacy Alignment
Protect your impact through intentional estate planning and family continuity structures.
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We believe financial planning should be as unique as you are.
Our ClientsInsights from the BEI NJ Chapter
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