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Blue Sky Exit Planning Expands Services to Empower Small Business Owners

Fueling Small Business Prosperity: Expanding Business Succession Firm Guides Owners in Financial Management with Industry Experts

Blue Sky Exit Planning, a leading company in guiding small-medium business owners through business succession planning and exits, announces the expansion of its service portfolio to include fractional CFO/Controller Services. This strategic enhancement underscores Blue Sky’s commitment to offering comprehensive solutions, empowering small business owners with financial management expertise for long-term success.

Since it was founded in 2020, Blue Sky Exit Planning has been on a mission to democratize the exit planning process for small-medium business owners. Acknowledging the unique challenges faced by these businesses, Blue Sky’s flexible process focuses on creating value within a holistic plan, encompassing Financial Management, Business Preparedness, and Owner Readiness. The firm breaks down the exit planning process into four phases, enabling clients to customize services based on their specific needs.

Founder and Managing Partner of Blue Sky Exit Planning, Joe Gitto, said, “This pivotal growth is a natural progression for Blue Sky. We understand the financial intricacies that small-medium business owners encounter, and by adding CFO Services to our offerings, we empower our clients to not only plan for a successful exit but also to navigate the financial landscape with confidence.”

To bolster this new service offering, Blue Sky Exit Planning announced the addition of Barry Blass to its team roster as Managing Director, CFO Services. Barry brings over 25 years of experience in CFO and controller services, coupled with a diverse background in financial and accounting project management. “Barry’s expertise will play a crucial role in helping clients optimize their financial strategies for long-term sustainability,” added Gitto.

Blue Sky Exit Planning remains dedicated to its core values of transparency, value, and providing an excellent customer experience to help maximize the financial futures of business owners. The addition of CFO Services aligns seamlessly with the company’s commitment to providing tailored solutions that meet the unique needs of its clients.

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Last modified: January 4, 2024