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Business Exit Plan Strategy

Successful business owners often look forward to an opportunity to do more, to a time when their opportunities grow beyond the scope of their business. We can help construct a comprehensive business exit plan to use as a road map assisting you in exiting your business in the future.

We utilize an innovative seven step process to develop a personalized exit plan. The steps include:

  • Defining your (the business owner’s) exit objectives
  • Establishing the value of your business
  • Preserving, protecting and promoting business value
  • Evaluating the relevance of a cash sale to an outside buyer
  • Evaluating the possibility of transferring the business for a promissory note
  • Contingency planning (just in case you don’t come back tomorrow!)
  • Wealth preservation (to protect your family’s wealth)

Please contact us for more information.


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