ABOUT
Exit Planning is Business Strategy
— Proactive Transition Planning with Value Acceleration Approach —
We help business owners & real estate investors move from one chapter to another with clarity and confidence by uniting business, property, and family wealth — guided through comprehensive value acceleration approach.
VISION
From Operator to Asset Owner
We organize business, real estate, and family wealth into one well-managed enterprise — guided through comprehensive holistic Asset Management approach — helping owners gain clarity, confidence, and the lifestyle they want.
MISSION
Our mission is to guide business owners and real estate investors on the journey from operator to asset owner. Through proactive planning, value-building systems, and coordinated Asset Management, we help reduce owner dependence, overcome cash-flow blind spots, and prepare for successful transitions.
VALUE
Trusted Partnerships
We build long-term relationships grounded in integrity, respect, and collaboration — serving as a trusted partner on the journey from operator to asset owner.
Clarity & Value Creation
We simplify complexity, align business, property, and family wealth under one plan, and focus on building transferable value that protects lifestyle and legacy.
Freedom with Purpose
We empower clients to move beyond day-to-day operations toward a life of clarity, confidence, and sustainable prosperity across generations.
Miho Yanagisawa Groia
Fractional Asset Management Advisor
I help business owners and real estate investors bring clarity out of complexity. My focus is on organizing business, real estate, and family wealth into one well-managed enterprise. My role is to ensure the right strategies and experts are working together — always in service of your goals and values.
Originally from Japan and now based in Los Angeles, my career spans industries from fashion and marketing to real estate and finance. Along the way, I learned that owning assets is not just about possession — it requires strong operational systems, effective management, and guidance from trusted advisors. True, sustainable success comes from seeing the bigger picture, not relying on short-term or fragmented solutions. Today, I bring that perspective to every client engagement, guiding owners from operators to true asset owners with clarity, structure, and confidence.
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● Certified Value Builder™ Advisor
● Certified Balancesed Scorecard Professional
● Real Estate Equity Marketing Specialist (EMS) by National Council of Exchangors (NCE)
● Psychology of Financial Planning Specialist (PFPS) by Financial Planning Association
● CA Real Estate License DRE 02022218
● CA Insurance License 4129696
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● ヴァリュー・ビルダー・認定アドバイザー
● バランスド・スコアカード・認定プロフェッショナル
● 不動産 エクイティ―・マーケティング・スペシャリスト (EMS) by ナショナル・カウンシル・オブ・エクスチェンジャーズ
● サイコロジー・オヴ・ファイナンシャル・プラニング・スペシャリスト (PFPS) by ファイナンシャル・プラニング・アソシエーション
● CA不動産取り扱いライセンス DRE# 02022218
● CA保険取り扱いライセンス# 4129696
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