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Your Business

Are You Prepared For The Future of Your Business and Your Family?

Peachtree Planning has been helping business owners with personal and business planning since 1987, with offices across the Southeastern U.S. We recognize that business planning is unique and offers special financial opportunities.  Our approach focuses on understanding your priorities and aligning your planning with your goals. We assist in determining your business’s value, protecting it, and setting future goals like your end game. Our aim is to ensure you and your family get the full value of your hard work.

Whether you want to sell your business now or decades into the future, getting your Personal Readiness to Exit Score will allow you to:

  • Diagnose what may be holding you back.
  • See how an acquirer would evaluate your business.
  • Identify hidden things that may drag down the value of your business.
  • Pinpoint the part of your business that will have the most value.
Get Your PREScore TM
You’ve built an amazing business...Now what?

You’ve built an amazing business...Now what?

Did you know that 75% of business owners regret the sale of their business just one year after their exit?

No one wants to regret the sale of their business. Yet it happens time and again.

As a successful business owner, getting your PREScore™ means getting closer to your next chapter - whatever, wherever that may be.

Maybe it’s time to step back and let others step up. Let’s answer the question together: Now what?

It’s time to get recalibrated to your ultimate goals. When was the last time you thought about the real value of your business?

  • What does “leaving the business” mean to you?

  • When would you like the freedom of not having to go to work?

  • What are your business “legacy” desires?

  • Is it time to consider when, who, and how much?

Learn more

NAVIGATING THE JOURNEY

ASSESSMENT

Before building your plan, our assessment tools provide data-driven insights that separate successful strategies from wishful thinking—revealing strategic planning insights and opportunities.

ENGAGEMENT

Through our structured, multi-phased approach, we bring organization to your priorities, clarity to your objectives, and confidence in your path forward—turning strategic uncertainty into decisive action.


IMPLEMENT

The real test isn't in planning—it's in execution. Our implementation phase keeps you on track with regular check-ins, progress monitoring, and course corrections to turn your strategy into sustainable success.
Business Owner Articles

What's Your Business Worth?

Retirement Planning for Business Owners

Our Business Owner and Exit Planning Specialist

Alan Lott

Alan D. Lott, MBA

205-313-6721

Ande Frazier

Ande Frazier CFP®️, CLU, ChFC, RICP, ChSNC, CDFA®️ CExP

706.234.7468

706.234.0099

Brian Holmes

Brian M. Holmes, RICP®, CExP®

Vice President

864-477-6224

Christopher Pierce

Christopher Pierce, CFP®, ChFC®, RICP®, CExP™

843-412-7798

Darrell Dawes

Darrell L. “Corky” Dawes, CLU®, CHFC®, CExP

CEO, Emeritus

615.376.8302

David Gibson

David Gibson, MBA

770-897-4913

Dustin Dawes

Dustin A. Dawes, CLU®, ChFC®, CExP

Chief Executive Officer

615-376-3736

615-376-3737

James Gnefkow

James Gnefkow, JD, LLM, MBA, CExP

President

404-260-1630

Jason Gaskins

Jason Gaskins, CExP

Vice President

478-471-6166

John McCollum

John McCollum, CFP®, CExP™

Vice President

706-650-9056

706-854-1650

John Spann

John A. Spann IV, CExP, CFP®, CLU®

Spann Financial Group LLC

615-690-7222

Leslie Janssen

Leslie Janssen, CExP

615.472.8223

Paul Glowienke

Paul M. Glowienke, MBA, CFP®, ChFC, CExPTM

615-376-8330

Randy Whitman

Randy Whitman, CFP®, ChFC®, CLU®, RICP®, CExP, CEPA

Vice President

615-902-3646

Solomon Kafoure

Solomon M. Kafoure, CExP

Vice President

615-472-8223

615-376-8345

Contact UsLet’s Get Started

Let's Get Started Our experienced team of advisors is here to offer you unbiased advice and ongoing support. Simplifying the complex and empowering you to create generational impact.

Contact Us


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What services do you offer?

Our services are designed to address every stage of your financial life, including:

  • Financial planning
  • Wealth management, wealth planning     
  • Retirement planning
  • Risk management (life insurance, disability insurance, and income protection)
  • Business planning strategies
  • Legacy and estate considerations
  • Estate Planning           

Who do you work with?

We work with individuals, families, and business owners at all stages of life—from those just getting started to those planning for retirement and beyond. Our clients are looking for a long-term partner to help them make confident financial decisions.

Does Peachtree Planning work with business owners?

Yes. Business owners have unique financial planning needs, and Peachtree Planning works with owners to address both their personal and business financial goals. Strategies may include cash flow planning, risk management, business succession, buy-sell planning, retirement planning, insurance, tax considerations, and wealth transition.

What locations do we serve?

The Southeast that includes, Georgia, Alabama, South Carolina, Tennessee (Atlanta, Birmingham, Greenville, Brentwood/Nashville)