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TAKE CHARGEPlanning for a Successful Exit

Prepare for a secure next chapter, for you and your business.


You worked hard. You built a successful, privately owned business. Now it is time to reap the rewards of that hard work, while leaving your business in great shape for the future.

Our extensive business succession knowledge helps you gain control of opportunities, make informed decisions, receive the highest value for your business, minimize taxes, and enter the next stage of your life on your terms. 

An exit strategy is not the same as selling your business. There are many options for you to consider as you transition from your business and realize the value you’ve created. Our custom-tailored guidance can help you plan an exit that makes sense for you, your family, employees, and the business. We help you establish exit goals, measure financial readiness, choose the optimal exit option, and execute an exit strategy plan to achieve your goals. Our process helps you:

  • Measure your financial readiness
    Make sure you accumulate sufficient resources outside of the business to meet your post-exit needs
     
  • Exit on your timeline
    Take steps to ensure that your business is ready to transfer when the right opportunity arises
     
  • Clarify expectations
    Understand the most likely exit strategies for your business and how much you will receive after taxes and fees from a transfer
     
  • Transition leadership
    How to fill key roles after you are no longer involved in the business
     
  • Maximize sale proceeds
    Understand the “value drivers” of your business and how potential buyers will assess them
     
  • Minimize taxes
    The tax impacts of your exit strategy on your post-exit proceeds

To learn more, please contact our succession planning services team

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