Exit Planning


Exit Planning can help business owners set, sort through, and achieve their exit objectives. It can help enable owners to leave their companies when they want, to the successors they want, and with the amount of cash they need.

Without exception, every owner leaves his or her company. Whether you do it "in style" may depend on the specific exit planning actions you take before you leave.

If you see ownership change in your future, we can help you plan your business exit. We can help you answer the seven planning questions located on this page and identify qualified advisors to help you through the process.

Exit Planning involves answering "Yes" to seven questions:

1. Do you know your exact retirement goals and what it will take--in cash to reach them?

2. Do you know how much your business is worth today?

3. Do you know the best way to maximize the income stream generated by your ownership interest?

4. Do you know how to sell your business to a third party and minimize exposure to tax liability?

5. Do you know how to transfer business to family members, co-owners, or employees while minimizing your exposure to tax liability and maximizing your financial goals?

6. Do you have a continuity plan for your business if the unexpected happens to you?

7. Do you have a plan to obtain financial independence for your family if the unexpected happens to you? 

What we offer Business Owners:

  • No cost initial consultation to explain how the Exit Planning Process works
  • Assess the Attractiveness Index of your business for sale
  • Access to state-of-the-art Exit Planning resources
  • Find the professional advisors you need 
  • Maintain relationships with professionals in other disciplines experienced in the Exit Planning Process