EXIT PLANNING AND SELL-SIDE ADVISORY

Expert Guidance

What is exit planning?

It is the creation of a comprehensive strategy to successfully exit a privately held business. A good exit plan asks and answers all the business, personal, financial, legal, and tax questions involved in selling your company. It is a complex process, and one of our CFOs can be your expert guide.

Why exit plan?

• Allows the business owner to control how and when they exit

• Maximizes company value

• Minimizes taxes

• Generates multiple options

• Helps achieve your personal and business goals

• Reduces stress of business owner and all stakeholders

• Decreases employee uncertainty

• Preserves family harmony

• Ensures the survival and continuity of the business

Only 25% of private businesses have done any exit planning. We know this can be a tough subject to think about, but at some point in your career, you will decide to retire or move on. It’s never to early to put a plan in place.