Exit Planning

In a recent survey from the Exit Planning Institute, over 75% of business owners regret selling their business one year later. The primary driver is that they did very little to plan for their next chapter. A common myth is that exiting a business equates to retirement. It does not have to be that way. In fact, the most satisfied business owners were the ones who had clear vision of what their next chapter would be like. This could include opening up other businesses, traveling to far away lands, volunteering your time or pursuing other goals. 

We help our clients achieve a vision. To get to your destination you need to know where you want to go, what it means to you, your business, the people around you and how much money you need to make it happen. Together, or along with any of your key advisors, we will create a road map towards your targeted destination.

OUR THREE DIMENSIONAL APPROACH....

KEY QUESTIONS FOR EVERY OWNER,  ANYTIME 

1. Is your business ready to sell? 

2. Are you personally ready to exit? 

3. Are you financially able to exit?

 Many variables factor into accurately answering these questions, including your  future vision, reliance on the business, personal financial goals, and business valuation. We specialize in helping business owners measure, understand and improve these variables to exit their business with no regrets.  

It takes time to prepare for an eventual transition and many business owners are 

unaware of the options available or the staging required. 

We educate the business owner on the different paths they could take and help them 

think through the immediate and long term consequences of their decision. 

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We work with your existing key advisors or can make recommendations from our curated team of strategic partners that can help advise on updating ownership agreements, designing buy sell agreements, tax, insurance, estate planning, wealth management, investment banking, private equity investments & deal negotiations as well as family dynamics and governance. Together, our objective is to develop the most satisfying and profitable transition for the business owner when and if they are ready.