Broker Check

Exit Planning


(For owners looking to exit their business within the next 7-10 years)

Our 7-step Exit Planning Process is designed to:

  1. Identify your goals relative to selling your business (maintain culture and local presence, maximize sale price, transfer to family members, etc)
  2. Identify your business and personal financial resources
  3. Build and preserve existing business value
  4. Successfully sell your company to a third party (if applicable)
  5. Transfer your ownership to insiders (i.e. children, co-owners, or key employees)
  6. Coordinate your business continuity planning with your lifetime objectives
  7. Coordinate your personal wealth and estate planning with your Step One objectives

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