Exit & Succession Planning Services

Successfully exiting a business is one of the most challenging things an owner can consider. We provide expert guidance to ensure that the decisions made throughout the process align with the strategic goals of transitioning successfully.

• Lay Out the Plan to Begin the Process
• Decide an Exit Date
• Acquire Independent, Objective Professionals to Help
• Identify Steps to Maximize the Sale Value
• Calculate the Post-Sale Tax Impact
• Determine the Best Strategy
• Assess Exit Options

In general, the shorter the planning timeframe is, the less profitable the sale may become. With time, operations can be refined to maximize value; key-person and non-compete agreements and funding can be put in place; owners can remove themselves as much as possible from the day-to-day operations, and a tax strategy can properly unfold – especially in those cases where gifting is involved.