Important Disclosures — Exit Ready Institute
Nature of the Program. The Exit Ready Institute ("ERI") is an educational and business program offered by Green Ridge Wealth Planning LLC ("Green Ridge"), an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC"). ERI is designed to help business owners strengthen business operations, financial readiness, continuity planning, and organizational structure in connection with a potential future sale, transfer, or transition of a business, or simply to build a business that can operate without the owner's day-to-day involvement.
Not Investment Advice; No Asset Management. ERI is an educational program only. Neither ERI nor its curriculum provides investment advice, investment management, portfolio management, financial planning, or recommendations to buy, sell, or hold any security or other financial product. Participation in ERI does not create an investment advisory client relationship with Green Ridge, and no advisory fees are charged for ERI content. Green Ridge separately provides investment advisory services to clients under written agreements; those services are described in Green Ridge's Form ADV Part 2A (Brochure) and Part 2B (Brochure Supplement), which are available upon request or at https://adviserinfo.sec.gov.
Registration Disclosure. Registration as an investment adviser with the SEC does not imply a certain level of skill or training. SEC registration does not constitute an endorsement of the firm by the SEC, and the SEC does not endorse or approve any educational program, curriculum, or service described on this website.
No Guarantees of Results. Any statements regarding potential outcomes — including business valuation, sale or transfer readiness, premium multiples, scalability, timelines (e.g., 90 days, 6 months, 12 months), or operational improvements — are illustrative objectives of the program, not promises or guarantees. Actual results vary significantly from business to business and depend on numerous factors outside of Green Ridge's control, including the owner's implementation, market conditions, industry dynamics, buyer demand, and economic factors. Past performance or the experiences of other participants are not indicative of future results.
No Legal, Tax, or Accounting Advice. Content presented through ERI, including modules addressing tax structure, legal agreements, estate planning, insurance, and retirement strategies, is educational in nature and does not constitute legal, tax, investment, or accounting advice. Green Ridge does not provide legal or tax advice. Participants should consult their own qualified attorneys, CPAs, and tax professionals regarding their specific circumstances before acting on any information presented.
Third-Party Statistics. Statistics presented on this website (including data attributed to Capitaliz, Exit Planning Institute, and Meritage Partners) are drawn from third-party sources believed to be reliable, but Green Ridge has not independently verified such information and makes no representation as to its accuracy or completeness. Such statistics are provided for general educational context only and should not be relied upon in making any business or financial decision.
Conflicts of Interest. Green Ridge and its personnel may, in the course of ERI participation, discuss topics that intersect with investment advisory services offered separately by Green Ridge. If an ERI participant later becomes an investment advisory client of Green Ridge, Green Ridge would receive advisory fees for those separate services, which presents a potential conflict of interest. Participants are under no obligation to engage Green Ridge for any advisory services, and ERI participation is not conditioned on doing so. Green Ridge does not receive any compensation from third parties in connection with ERI.
Testimonials and Endorsements. Green Ridge does not currently use testimonials or endorsements in connection with ERI. If testimonials or endorsements are added in the future, they will be presented in compliance with applicable SEC rules, including required disclosures regarding compensation and conflicts of interest.
No Offer or Solicitation. Nothing on this website constitutes an offer to sell or a solicitation of an offer to buy any security, nor an offer to provide investment advisory services in any jurisdiction in which such offer or solicitation would be unlawful. Any future engagement for investment advisory services will be documented in a written advisory agreement and preceded by delivery of Green Ridge's Form ADV.
Forward-Looking Statements. Statements on this website concerning future business value, exit readiness, or financial outcomes are forward-looking in nature, are based on assumptions that may not materialize, and are subject to risks and uncertainties. Actual outcomes may differ materially.
Contact. For a copy of Green Ridge's current Form ADV Part 2A and Part 2B, or with any questions regarding these disclosures, please contact us at Green Ridge Wealth Planning, LLC 150 River Road, E3, Montville, NJ 07045 / Compliance@grwealthplan.com or visit https://adviserinfo.sec.gov.