Exit Planning
Ideally suited for entrepreneurs looking to exit their business within a 2-to-5-year horizon — a comprehensive roadmap for value, readiness, and life after the sale.
The Fundamentals
Three objectives, one roadmap
An exit plan is a comprehensive road map addressing the business, personal, financial, legal, tax, and value-creation dimensions of transitioning a privately owned business.
Maximize Company Value
Long-term strategic planning well before you exit, so value is built in rather than bolted on.
Personal & Financial Readiness
Understanding exactly what needs to happen for you to be prepared, personally and financially.
Retirement Life Planning
A clear-eyed plan for the life that follows the transaction, not just the transaction itself.
An Effective Plan
Six components every exit plan should include
A successful exit plan addresses your business, personal, and financial goals while preparing you for a smooth transition. It includes valuation, value enhancement, exit strategies, tax planning, and a clear action plan for the future.
- A concise statement of your business, personal, and family/estate goals
- A detailed business valuation to establish a baseline
- A plan to enhance value prior to your exit
- Suggestions to minimize capital gains, income, and estate taxes
- An action plan detailing the steps you must take to prepare
- An analysis of exit alternatives — third-party sale, management buyout, family succession, or liquidation
Our Process
How we get you there
We guide you through a clear, strategic process to maximize your business value, close your wealth gap, and prepare for a successful exit or retirement.
Business Valuation
A Certified Valuation Analyst determines the current value of your business.
Quantify the Wealth Gap
We review your financial situation to determine what's needed for retirement, and how much of that gap your current assets close.
Set the Minimum Target Value
Once the wealth gap is known, we ascertain the minimum value your business must achieve.
Due Diligence
A complete review focused on de-risking and improving the transferability of your business.
Build the Strategic Roadmap
A long-term plan addressing assets, wealth gap, de-risking actions, and growth actions.
Execute
We guide you through the roadmap to increase value ahead of your retirement or exit.
An Effective Plan
Six components every exit plan should include
- A concise statement of your business, personal, and family/estate goals
- A detailed business valuation to establish a baseline
- A plan to enhance value prior to your exit
- Suggestions to minimize capital gains, income, and estate taxes
- An action plan detailing the steps you must take to prepare
- An analysis of exit alternatives — third-party sale, management buyout, family succession, or liquidation
Act now — even if you're not ready to exit
A plan in place brings security to your family, employees, and colleagues, whatever high-growth mode your business is in today.