Peter Daniels Consulting Group | Certified Exit Planning Advisor

PDC GROUP — OWNER ASSURANCE FIRM

If something happened to you — who would know what to do?

Most planning tools are built for advisors.

The Owner Decision Vault™ is built for you — the owner.

We help business owners and families manage the decisions that protect what matters most — business, wealth, family, freedom, and time.

Built for the owner. Used by advisors. Critical when decisions matter.

What We Do

PDC Group is an Owner Assurance Firm. We help business owners organize the information, documents, relationships, and instructions needed to manage the decisions that protect their business, wealth, family, freedom, and time.

The Owner Decision Vault™ is our structured control center — built for the owner, used by advisors, and critical when decisions matter.

Learn About the Vault

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The Problem We Solve

Business owners carry too much in their heads. Key decisions, financial information, customer knowledge, advisor relationships, family priorities, and transition plans — none of it is organized in one place.

If something happened to you, the people around your business would be left trying to figure out what matters, where things are, who to call, and what to do next.

The Owner Decision Vault™ changes that.

Learn More

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WHERE DO WE START?

Everything you need to know

The Problem

Everything critical to your business lives in your head. If something happened to you, the people around your business wouldn't know what matters, where things are, or who to call.

Is Your Business Protected?

The Owner Decision Vault™

Your owner control center. Built for you — not your advisor. Organized, protected, and ready when decisions matter most.

Learn About the Vault

90-Day Vault Activation Sprint™

A structured process that takes you from scattered to organized in 90 days. Discovery, Vault Build, Continuity Documentation, and Final Review.

See How It Works

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What Owners Are Saying

"I had no idea that a CEPA was your point person for exiting a business. Peter's presentation was concise, well put together, comprehensive and easy to follow. I easily could have listened to him for another 1-2 hours."

Cheryl Royce

Do You Have a Vault?

The question isn't if. It's whether you'll be ready when it matters. Let's find out if the Owner Decision Vault™ is right for you.

Book a discovery call or reach us directly.

Email: peter@pdc.group
Tel: 443-212-8357