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Solving The Good Kind of
Money Problems

A successful exit creates opportunities most owners never had to think about before.
We help you get ahead of them.

WHAT WE DOWhen A Growing Business Outgrows A Simple Plan

Building a successful business tends to create a financial life that grows in complexity right alongside it. Multiple advisors, tax considerations, estate questions, and an eventual transition all pulling in different directions at once is a pattern we see often, and it's exactly where a clear, coordinated plan makes the greatest difference. Using the Exit Planning Institute's Value Acceleration Methodology, we work with small business owners to grow and protect the value of what they've built, so that when the time comes to step away, they're positioned to make the most of it.


Succession Planning

Identifying the right path for ownership transfer and preparing your business to make that transition on your terms, not someone else's.

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Personal Financial Planning

Understanding where you stand today and building a personal financial roadmap that moves in step with your business exit strategy.

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67%

Business Readiness

Percent of Owners who feel they are above average.

45%

financial Readiness

Percent of Owners who feel they are above average.

44%

Personal Readiness

Percent of Owners who feel they are above average.

Who We AreRooted Here. Focused on This.

Income & Estate Planning Partners was founded in Beaufort, South Carolina, with a specific kind of client in mind: the small business owner who has built something real and deserves a plan worthy of it.

Chris Blahut brings over 40 years of financial industry experience and the Certified Exit Planning Advisor (CEPA) designation to every client relationship, with a focus on effort, execution, and preserving what his clients have worked a lifetime to build.

How We Help A Process Built Around You, Not Just Your Business

Exit planning done well doesn't treat the business as the only thing worth preparing. The personal financial picture and the life waiting on the other side of a transition matter just as much. Everything we do is designed to move those two paths forward together.

Meet The Team

Our ResourcesHeading About Your Resources

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Contact UsThe Right Time to Start Is
Before You Think You Need To

Most owners who wish they had planned earlier didn't lack the intention; they simply didn't have someone prompting the conversation at the right moment. If you're beginning to think about what a transition could look like, that moment is now, and we'd welcome the chance to sit down and talk through it with you.

Get Started