EXIT PLANNING PROCESS
(For owners looking to exit their business within the next 7-10 years)
Our 7-step Exit Planning Process is designed to:
- Identify your goals relative to selling your business (maintain culture and local presence, maximize sale price, transfer to family members, etc)
- Identify your business and personal financial resources
- Build and preserve existing business value
- Successfully sell your company to a third party (if applicable)
- Transfer your ownership to insiders (i.e. children, co-owners, or key employees)
- Coordinate your business continuity planning with your lifetime objectives
- Coordinate your personal wealth and estate planning with your Step One objectives