Business Exit Planning

What you need to prepare for the most important financial event of your life.

Financial Planning

You Need a Team of Advocates

Most business owners sell to buyers who are heavily experienced in the process. These buyers know how to exploit weaknesses in a company that will chip away at its market value. Having an experienced professional team to guide you through the process can make all the difference.

We can guide you through these five crucial
steps for a successful exit.

Identify Your Transition Goals

Exit on your terms.

Once you have decided to begin your business exit, you’ll need to identify what you want to get out of it. Are you looking for an optimal sale time? An optimal price? Do you have a buyer in mind? Do you want to be sure that your employees are taken care of?

Most business owners have only a vague idea of what they hope to get out of their business when it sells, but it’s important to develop clearly defined goals, to be certain that your financial security-and your legacy-are assured when you leave your business

Connect Your Transition Goals to Your Life Goals

Make sure that YOU get the most out of your business exit.

Your business exit should leave you in a position of financial security for the duration of your life. However, most business owners overestimate the market value of their business and underestimate their tax liability and the associated costs of transition. Involving a business owner advocate early in the process can help you get the most out of your exit.

We make sure that our clients understand exactly what they can expect from their transition. If what they need is not what they will get, our team has the expertise to show you how to cover the gap.

Assemble a Knowledgeable Transition Team

You’ll be going up against an all-star team of buyers. You’ll need an all-star team of professionals by your side.

When selling your business, chances are you’ll be confronting buyers who have ample experience in the field. Most buyers are either financial or strategic. In either case, they buy for profit. They’ve done it before, and they know how to make the most of their dollar. You’ll be facing a team of professionals. You don’t want to go it alone or with a team not up to the task.

An experienced business owner advocate offers you the knowledge and connections to assemble a capable transition team to take them on. From the accountants needed to minimize your tax liability, to the attorneys necessary to broker the contract, to the professionals who can help you find and negotiate the best deal with the ideal buyer, we coordinate everything with your interests in mind.

Prepare Your Business for Transition

We’ll help you make sure your business is in robust shape for transition.

Before you embark on leaving your business, you’ll want to prepare yourself financially and emotionally for transition. This is a multi-step process, which we can guide you through.

Manage Transition Process

Despite all the work going into a sale, the process has only just begun.

At least half a dozen times during the sale process, you’ll think the deal is off. Buyers will balk at certain expectations, involved parties will back out, circumstances will appear untenable. It can be an emotionally draining process.

For that reason, it’s important to have an intermediary to help you through the process. Someone who has been there before and can maintain an objective viewpoint. We can be your independent, impartial expert to see the transition through to its end.

Identify Your Transition Goals

Exit on your terms.

Once you have decided to begin your business exit, you’ll need to identify what you want to get out of it. Are you looking for an optimal sale time? An optimal price? Do you have a buyer in mind? Do you want to be sure that your employees are taken care of?

Most business owners have only a vague idea of what they hope to get out of their business when it sells, but it’s important to develop clearly defined goals, to be certain that your financial security-and your legacy-are assured when you leave your business

Connect Your Transition Goals to Your Life Goals

Make sure that YOU get the most out of your business exit.

Your business exit should leave you in a position of financial security for the duration of your life. However, most business owners overestimate the market value of their business and underestimate their tax liability and the associated costs of transition. Involving a business owner advocate early in the process can help you get the most out of your exit.

We make sure that our clients understand exactly what they can expect from their transition. If what they need is not what they will get, our team has the expertise to show you how to cover the gap.

Assemble a Knowledgeable Transition Team

You’ll be going up against an all-star team of buyers. You’ll need an all-star team of professionals by your side..

When selling your business, chances are you’ll be confronting buyers who have ample experience in the field. Most buyers are either financial or strategic. In either case, they buy for profit. They’ve done it before, and they know how to make the most of their dollar. You’ll be facing a team of professionals. You don’t want to go it alone or with a team not up to the task.

An experienced business owner advocate offers you the knowledge and connections to assemble a capable transition team to take them on. From the accountants needed to minimize your tax liability, to the attorneys necessary to broker the contract, to the professionals who can help you find and negotiate the best deal with the ideal buyer, we coordinate everything with your interests in mind.

Prepare Your Business for Transition

We’ll help you make sure your business is in robust shape for transition.

Before you embark on leaving your business, you’ll want to prepare yourself financially and emotionally for transition. This is a multi-step process, which we can guide you through.

Manage Transition Process

Despite all the work going into a sale, the process has only just begun.

At least half a dozen times during the sale process, you’ll think the deal is off. Buyers will balk at certain expectations, involved parties will back out, circumstances will appear untenable. It can be an emotionally draining process.

For that reason, it’s important to have an intermediary to help you through the process. Someone who has been there before and can maintain an objective viewpoint. We can be your independent, impartial expert to see the transition through to its end.

Ideally, a business owner starts planning at least 5 years before their desired exit. Time is of the essence in a successful transition.

Contact us right away to begin planning your business exit strategy.

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