PARTNER WITH US

Transfer your business on your own terms.

Everyone wants Daddy's money, but not everyone wants Daddy's business.

NEXiT stands out in a marketplace where few focus on the critical area of succession exit strategies for small businesses. Since 2015, our commitment to this often-overlooked aspect of business management has set us apart. We initiate crucial conversations about it, providing a level of attention and expertise that is rare in our industry.

By addressing the unique challenges faced by small business owners, we help them navigate the complexities of succession strategy planning with confidence and clarity. Our comprehensive approach aligns your business, personal, and financial goals, ensuring a smooth transition.

At NEXiT, we believe every business owner deserves the opportunity to effectively transition their business on their own terms. Many heirs desire the financial benefits but are often reluctant to take on the responsibilities of the business itself. Together, we can help create a lasting legacy for your business.

about US

Our team drives your success with integrity, dedication, and cutting-edge strategies.

Chris Wagner

Founder

With more than 25 years of experience in the financial services industry, Chris is a seasoned professional dedicated to guiding business owners through the intricate process of transition planning.

As the founder of NEXiT, Chris serves as a general contractor for his clients, providing hands-on support and knowledgeable advice to help them achieve their goals. His commitment is simple yet profound: to get clients where they want to be.

Chris is known for his creative, diligent, authentic, and ambitious approach to business. He believes in the power of practical execution, going beyond mere strategy to enhance value and broaden options for business owners. His entrepreneurial experience, empathy, and expertise ensure his programs are transformational rather than merely transactional.

Chris’s drive comes from hard work and a deep-seated need to make a difference. This need is what influenced him to pursue his current path and keeps him focused on what’s best for his clients. His top priority is fulfilling this need, which has led to the successful repositioning of numerous businesses.

Joel Houser

As the Vice President, Business Development in Life Sales, Joel is dedicated to assisting high-net-worth individuals, family-owned businesses, and family offices in navigating the complexities of wealth management and estate planning.

Joel collaborates with multi-family offices, Registered Investment Advisor (RIA) firms, exit planners, and affluent privately held business owners. For nearly two decades, he has fostered collaborative relationships with attorneys, public accountants, and family offices, working to deliver tailored solutions that address clients’ specific advanced planning needs.

Notably, Joel has worked with several of the S&P 500 index firms to build and execute successful generational planning initiatives. He brings this invaluable knowledge to privately held business owners and their family offices.

With a strong background in multi-family office services, Joel understands the unique challenges that arise when passing a company from one generation to the next. He possesses a deep knowledge of the intricacies involved in preserving and growing family wealth, ensuring a smooth transition that aligns with the client’s long-term objectives.

Throughout his career, Joel has actively participated in various panels and boards, providing invaluable guidance to businesses and clients to execute large estate and business planning strategies. His expertise is sought after because Joel helps with overcoming obstacles and cohesively bridging philosophies to achieve optimal solutions for affluent families and stakeholders.

Joel’s knowledge extends to direct institutional advisement on bankowned life insurance to corporate-owned life insurance, illustrating his comprehensive understanding of using insurance as an asset class. He’s served on committees with various life insurance companies to shift product development and better serve the needs and wants of the endconsumer. This broad knowledge and financial acumen help him favorably position strategies for both financial and medical underwriters to win policies for clients.

Joel was in the United States Marine Corps for six years, and now lives in the Kansas City area with his wife and daughters. Joel serves on the Belton Educational Foundation as Vice President and Board Member at Loch Lloyd South Homeowner’s Association.

Elizabeth Allen

Elizabeth Allen is the Founder of Economy Of One, a community service training firm based in Kansas City. She is also the author of multiple books summarizing her life’s work, including "The Economy Of One" and "The CODE for Contractors," which is nationally endorsed by bestselling small business author Michael E. Gerber, famous for "The E-Myth for Entrepreneurs."

A passionate entrepreneur, she has been self-employed since the age of 25. She has also owned and operated an advertising firm and a national sales consulting firm. Her advertising firm, Awesome Advertising, served well-known brands across multiple industries such as PB&J Restaurants, Veterinary Medicine Publishing Group, and tech-based companies like Matchmaker.com.

Elizabeth has served as a facilitator for The Kauffman Foundation's FastTrac program, where she facilitated business planning for many small to mid-size companies engaged in strategic business planning. She has also mentored in the University of Kansas MBA Graduates Program and served as Entrepreneur In Residence at Benedictine College. She has consulted as an executive brand marketing expert for projects with Sprint, IBM, 3M, and Pfizer, and is a founding member of the Kansas City United Way Women’s Leadership Council.

Currently, she leads a weekly national prayer and support program for the unemployed and is actively involved in community service projects that empower the unemployed, underemployed, and students seeking business or trade-based internships. 

Tim Holt

Tim is an experienced attorney with 38 years of practice dedicated to estate and financial planning. He has run his firm for more than 30 years, providing comprehensive strategies—including asset protection, tax mitigation, and wealth preservation—to business owners, high-net-worth individuals, and medical and dental professionals. His mission is to shield clients from the uncertainties of the legal system and predatory legal practices by crafting custom solutions that address each client’s unique needs and goals.

Tim’s credentials further underscore his expertise. He earned a B.S. in Chemical Engineering from the University of Utah College of Engineering—graduating Magna Cum Laude and earning induction into Tau Beta Pi—and ranked in the top 10% of his class at the University of Utah College of Law, where he also served as an editor of the Law Review.

In 1998, Tim broadened his expertise by entering the investment and securities arena. While continuing to practice law, he obtained various securities and insurance licenses and earned the Certified Financial Planner® designation. He subsequently founded Holt Capital Management Group, LLC, to offer tailored investment advice and services to clients seeking additional financial guidance.

Over the past 19 years, Tim has engaged in diverse investments—from conventional ETFs and mutual funds to more esoteric options such as oil and gas partnerships, captive insurance companies, and private placement variable universal life policies and annuities. His experience has shown that excessive fees and regulatory burdens can significantly reduce returns, highlighting the need for swift decision-making, liquidity, and a clear, emotion-free exit strategy.

(314) 566-5409