Exit Planning

If you have thought about leaving your business but don’t know how to begin, you are in good company.  Nearly 50 percent of successful business owners hope to exit their company within the next five years, but the SBA notes that, “At any given time, 40 percent of U.S. businesses are facing the transfer issue” and the “primary cause for failure…lack of planning.”

If you own a substantial interest in a closely-held business, developing an exit plan may be the single most important component of your retirement and estate plan. Without an effective business exit plan, you may not get full value upon sale, the next generation may not be prepared to take over, or your death or long-term disability could mean the end of the business you worked so hard to build. 

Liquidations and forced sales usually don't protect your investment very well, so planning for the disposition of your business may be the most important and urgent of your business planning needs.

  • Have you built the leadership in your company to pass to the next owners?
  • Do you know the true market value of your business?
  • Do you focus on building long term value during your annual business planning?
  • Would your business be able to continue if a partner should pass away or become totally disabled?
  • Are there funds available to buy the stock back from the deceased partner's heirs or disabled owner?

If you would like to learn more about our exit strategy process and how to address your planning issues, please send a request below.


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*Please note that qualified outside advisors may need to be consulted for some steps in the Exit Planning process. This includes business valuation, drafting of legal documents, and tax advice.