We’re passionate about helping you grow and make an impact
on what is next.
Check out what makes us different.
The Exit Architects unite decades of expertise in business strategy, finance, and deal negotiation with a shared passion for guiding owners to successful, profitable exits. We combine real-world ownership experience with proven strategies to maximize value, protect your legacy, and ensure a smooth transition. With us, your exit is more than a transaction—it’s the blueprint for your next chapter.
Meet Jeff
I’m Jeff — business and healthcare leader, entrepreneur, and lifelong innovator with over 35 years of experience turning big ideas into measurable results. My career has been built at the intersection of innovation and execution, from expanding healthcare access in rural communities to developing AI-powered solutions for business growth and investment.
As Vice President of Business Development & Care Innovation at Marshfield Clinic Health System (now part of Sanford Health), I helped transform care delivery by listening first, then building solutions — from mobile health units and onsite employer clinics to strategic partnerships that bridged hospitals, physician groups, nonprofits, and local governments. I’ve developed and led joint ventures, forged cross-sector collaborations, and driven projects that not only met needs but created lasting community impact.
Beyond healthcare, I’ve embraced technology as a game-changer, creating AI agents — including Aime (AI for Me) — to streamline office and project management, optimize investments, and improve decision-making.
I’m also an author (Warmed by Windchill), active board member, and community advocate — bringing the same passion for strategy, innovation, and results to every endeavor. Whether you’re looking to grow a business, develop a partnership, or explore AI-driven efficiencies, I’m here to help you move from vision to reality.
Financial Strategist & Real Estate Expert
With over 20 years of experience as a Chief Financial Officer in the construction industry, I specialize in bridging the worlds of finance, real estate, and business growth. As both a CPA and a certified real estate broker, I bring a dual perspective that helps business owners and investors make smarter, more strategic decisions.
My career has centered on economic development, mergers & acquisitions, and portfolio optimization—whether managing multi-million-dollar real estate assets, structuring profitable acquisitions, or negotiating leases that protect the bottom line. I thrive in complex financial landscapes, creating cost-effective, sustainable strategies that drive long-term success.
Beyond the numbers, I understand the realities of business ownership because I’ve lived them. As a property owner and strategic advisor, I’m passionate about helping others position their businesses and assets for maximum value—whether for growth, stability, or eventual sale.
Meet Randi
After nearly two decades in the insurance industry, guiding business owners through buy-sell agreements, key employee policies, and protecting against being underinsured, I discovered my true passion: succession planning done right. Not the vague “one day” plan — but a clear, strategic, and perfectly timed exit that protects your life’s work and maximizes your reward.
Too many business owners spend decades building something extraordinary, only to leave money, opportunity, and legacy on the table. That’s where we come in. We work exclusively with small to medium-sized business owners who’ve poured their grit, time, and heart into their companies — helping them transform that investment into a fair, strategic, and financially rewarding transition.
Our process blends the precision of an architect, the foresight of a strategist, and the dedication of a relentless advocate for your future. With credentials including a WI Real Estate Salesperson license, CEPA (Certified Exit Planning Advisor), and CCC (Certified Business Credit Counselor), we bring both the expertise and the insider perspective to guide you from where you are now to where you want to be.
Because your exit isn’t just a transaction — it’s the final chapter of your legacy. And we’re here to make sure it’s your best one yet.
Meet Jeff
Meet Mark
Entrepreneur & Business Growth Specialist
I’m a lifelong entrepreneur driven by turning ideas into thriving, sustainable businesses. In 1997, I founded Heartland Capital Funding, Inc., helping landowners across nearly all 50 states unlock the value of their future Conservation Reserve Program (CRP) payments by purchasing them at a present value discount.
A few years later, a personal moment sparked another successful venture. When my four-year-old daughter Kristi slipped on a pool deck, I set out to make bathing safer. That mission became Safe Step, now completing safety and appearance upgrades on over 10,000 hotel bathtubs every month.
With decades of experience starting, scaling, and managing companies, I’ve developed a knack for spotting market gaps, creating simple but powerful solutions, and building operational systems that scale nationally. Whether in hospitality, real estate, or niche investment services, my focus is always on delivering value, solving real problems, and building long-term relationships.
We can help.
Maximize Value
Identify and strengthen key drivers that increase your business’s worth.
Exit On Your Terms
Develop a tailored plan that aligns timing, strategy, and desired outcomes.
Seamless Transition
Ensure a smooth handoff that protects your legacy and relationships.