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At Exit Strategy Mastery, we harness decades of experience and unique insights to help businesses at every stage. From growth and scaling to planning and executing profitable exit strategies, we’re your dedicated partners.
Leveraging the experience of seasoned entrepreneurs and expert advisors, we understand the nuanced landscape of business success. Our services are tailored to your unique needs, ensuring your goals are met with precision and efficiency.
Our team doesn’t just offer advice – we have lived the journey ourselves. With a track record of building and selling multiple businesses, we offer first-hand knowledge that sets us apart.
With us, you’ll secure your future, maximize wealth, and ensure your business legacy endures long after sale.
With Exit Strategy Mastery, you tap into a reservoir of knowledge honed by years of industry experience and a record of successful client transitions.
Our expertise is founded on comprehensive knowledge of diverse industries, business development strategies, and market dynamics. We use this acumen to support your goals and elevate your business.
Experience shapes our approach to every client engagement. Our team comprises seasoned professionals who have been both entrepreneurs and advisors, providing a unique dual perspective.
Repeatable success is a testament to our effective methods. Time and again, we have guided businesses from inception, through growth, to profitable exits, proving the efficacy of our strategies and proprietary success formula.
Exit Strategy Mastery is dedicated to equipping you with the tools and strategies necessary for sustainable business growth and a successful exit, even if it’s 3 to 5 years away.
Our track record speaks for itself. Harnessing a proprietary success formula, we deliver consistent, repeatable results, transforming businesses with our proven strategies time and time again.
Our team's accumulated knowledge makes us uniquely positioned to guide your business.
We're not a one-size-fits-all solution; we adapt to the unique needs of your business.
We deploy tried-and-true strategies tailored for your business's growth and profitable exit.
Our business acumen aids in navigating the complex world of growth and exits.
Consistently delivering success, we're the trusted partner for companies aiming high.
At the core of our service is a commitment to our clients' success and satisfaction.
Our robust experience, amassing over 40 years, doesn’t just lie in an advisory capacity – we’ve walked your path. We’ve tackled the complexities of building and scaling businesses, made critical decisions, and navigated through successful exits.
Consequently, we empathize with your journey and identify your needs. Our strategies are forged from tangible experiences and triumphs, equipping you with trustworthy, efficacious solutions.
With a deep understanding of the entrepreneurial journey, our team brings unparalleled expertise and first-hand experience to guide your business growth and exit strategy.
Founder & CEO
Richard Harmon, Managing Director at CSG Partners, a New York-based boutique investment bank, offers a wealth of unique insights and extensive experience. He is a seasoned investment banker, specializing in ESOPs, mergers and acquisitions, and capital advisory services. Richard has successfully closed over $2 billion worth of ESOP transactions across the United States in just five years.
Prior to joining CSG in 2011, Richard founded and served as President of BackOffice Support Services, Inc., a financial staffing services provider, and co-founded TeamAlliance Technology Partners, LP, a national technology staffing services provider. Under his stewardship, TeamAlliance expanded to 30 offices, was subsequently sold, and IPO’d.
Richard’s background in public accounting, coupled with his entrepreneurial endeavors, equips him with strategic insights and practical solutions. A Certified Public Accountant for 40 years, his trajectory is marked with numerous awards including a New York City Chamber of Commerce Small Business Award, Regional Finalist Ernst & Young Entrepreneur of the Year, and Distinguished Service Awards from United Way & United Cerebral Palsy of New York City.
Richard has also received numerous awards for his ESOP investment banking activities.
Founder & CEO
Mordy Levine is a highly successful entrepreneur, boasting a proven track record of fostering and growing profitable businesses. After graduating from Brandeis University with a BA in Economics and earning an MBA in Finance and Accounting from the University of Chicago Business School, Mordy embarked on an entrepreneurial journey, creating multiple companies from seed capital and transforming them into profitable, salable entities.
Among his numerous accomplishments, he co-founded TeamAlliance Technology Partners, a technology placement firm. Within just 33 months, as Chief Operating Officer, Mordy managed 300 employees across 30 offices in the US, leading the company to a successful acquisition and subsequent IPO.
Mordy’s entrepreneurial acumen included his investment in and operation of GulfStreamGear.com. He grew GSG to become the largest custom marine apparel and accessories company in the US, at which point he sold the company.
In his role as CEO of Lizzy James Designs, Inc., a jewelry manufacturer, the company grew from a seedling company to servicing over 1,000 retailers worldwide.
He continues to manage North American Resellers LLC, a financial management company for IT companies operating in Ukraine, United States and Europe.
“I can confidently say that Mordy's guidance was a game-changer for me.
With his assistance, I not only achieved my business objectives but also gained valuable knowledge and skills that will continue to serve me in the future.
I can not thank him enough.”
“Mordy is an excellent speaker that allows us listeners to learn as we go.
He guided us with his vast knowledge in and with his pleasing personality.
I look forward to attending more bootcamps!”
“MORDY WAS AN AMAZING INSTRUCTOR.
IT WAS A VERY INFORMATIVE AND HELPFUL SEMINAR.”
“Mordy is a fabulous instructor bringing his knowledge, techniques and sense of humor into the subject matter. I found it very easy to learn because of his obvious passion for the content and ease in presenting the material. Will definitely recommend him to both peers and clients alike.”
“Thank you for your hard work! You were truly amazing during this process. I have told many people about how pleased I am with the your team.
We have lots more to do!! With gratitude...”
Yesterday's closing was the culmination of a lot of hard work, performed by many. Thank you for working so well together.
You are all professionals and I have really enjoyed working with all of you. The process was a journey, and one I've never experienced before.
I just wanted to send you this message to say, Thank you!
With every interaction, your team made me feel like I was your only client.
You delivered on every promise.
Thank you!
I love the opportunities doing an ESOP with you brought to me and my employees.
It allowed me to diversify and my employees to have ownership.
Richard, meeting you at Business Mastery was a moment of grace… The resulting transaction was a tremendous win for the company ownership and employees. We were amazed that you could complete a complex transaction like ours in the span of a few months. I would not hesitate to recommend you...
Take the first step towards a secure future. At Exit Strategy Mastery, we accompany you on your journey, providing expert advice and a personalized roadmap towards a successful business exit. Are you ready to unlock the full potential of your business?
Exit Strategy Mastery envisions empowering business owners to maximize wealth from their business sale. Our mission is to simplify the exit process with our step-by-step guidance and expert advice.
Our promise is to accompany you in your exit journey, equipping you with insights and strategies for a profitable sale. We are committed to preserving your business’s legacy and securing your financial future.
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