Exit & Succession Planning Services

How often do you exit a business? Most owners only exit a business once in their life. It’s a new experience with a series of decisions that can alter the outcome.

• Lay Out the Plan to Begin the Process
• Decide an Exit Date
• Acquire Independent, Objective Professionals to Help
• Maximize the Sale Value
• Plan the Post-Sale Tax Impact

To close the business, merge it or sell it to an external buyer, family member, employee or existing co-owner or partner? Let us help you assess your options.

 In general, the shorter the planning timeframe is, the less profitable the sale may become. Time enables you to refine operations to maximize value; ensures key-men and non-competes are in place; allows owners to remove themselves as much as possible from the day-to-day operations, and provides time to let a tax strategy unfold, especially if gifting is involved.

Have you opened a new location, redesigned your shop, or added a new product or service? Don't keep it to yourself, let folks know.

Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.