Pre-Retirees
Shape your ideal retirement with a plan that flows with your dreams.
Learn More
Business Owners
Nurture your potential with a strategy that supports your growth and future.
Learn More
Entrepreneurs
Foster your business growth and navigate the financial terrain with steady guidance.
Learn More
High-net Worth Families
Secure your family’s future with thoughtful planning and guidance.
Learn More
Next-gen builders
Cultivate a strong financial foundation for the future you envision.
Learn More
Professional athletes
Protect your achievements and transition into a prosperous new phase.
Learn More
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
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.
Subscribe to Entrepreneurial Edge
Sign up for our monthly newsletter with the latest thought leadership, event invites, and resources for entrepreneurs and trusted advisors.
We believe financial planning should be as unique as you are.
Our ClientsInsights from the BEI NJ Chapter
View all
2026 Market Update: Pushing the Limits and Navigating the Path Ahead
As we step into 2026, we wanted to share our first market and planning update of the new year. At Tomoro, our mission is to act as your financial t...
2025 Year-End Market Update: Reflections, Resilience, and the Path Ahead
As we close the final chapter of 2025, we wanted to share a concluding market and planning update to follow our earlier December commentary. At Tom...
December Market Update, What Changed and What to Check
What Changed Last Month November closed with markets responding to signs of a cooling labor market, which has increased the likelihood that the Fed...
Life Insurance as a Planning Tool, Not Just a Product
A balanced financial plan protects what you have, supports what you are building, and prepares your family for the unexpected. Risk management is a...
November Market Update: Clarity, Coordination, and Credit Quality
What Changed and What to Check Last month, markets saw movement in both short-term yields and equity sectors. Our focus remains on reinforcing the ...
Tomoro Monthly Market Update: October 2025 Edition
Fixed Income: A Delicate Balancing Act The Federal Reserve made its first rate cut of the year, trimming the Fed Funds rate by 25 basis points to a...
