Business Transition Planning
Every business owner eventually leaves their business.
Having a well thought out plan beforehand can yield myriad benefits.
Business exit planning from a Certified Exit Planning Advisor can make your exit easier and more lucrative.
- Receive informed insights into your path toward a successful business exit.
- Get guidance on the numerous decisions you’ll face as you navigate your exit.
- Learn strategies that can help the business to continue to flourish after your successful exit.
Business exit planning should start long before your exit date. A Certified Exit Planning Advisor can simplify the process.
Stepping Away from Your Business
You worked hard to build your business. Your exit doesn’t have to mean the end of the business.
Many business owners are go-getters and have a difficult time allowing others to take the reins.
Does the idea of exiting your business and allowing someone else to take over make you nervous?
- Have you always been solely responsible for the growth of your business?
- Have you considered whether your business can continue to grow and thrive after your exit?
- Do you have a succession plan in place – or even an idea of a possible succession strategy?
Exiting your business with a solid plan in place can make the process far less stressful, even if the idea of exiting doesn’t yet feel appealing.
A Business Exit Without Regrets
Exiting your business can be difficult. Don’t make it more difficult by being ill-prepared.
Your Certified Exit Planning Advisor will walk you through all the “what if” scenarios so you’re prepared for whatever comes. In addition, they will help you:
- Get maximum proceeds from the sale
- Ensure your business can continue to thrive in your absence
- Poise you to confidently enter the next phase of your life – whatever that ideally looks like for you.
Business Transition Planning
Tailored to You
Smooth Succession
Whether it’s passing the business to the next generation, selling it to a third party, or transferring ownership to employees, having a well-thought-out plan in place ensures that the transition happens seamlessly.
Maximize Business Value
Through careful analysis of your business’s strengths, weaknesses, opportunities, and threats we’ll help you proactively ensure you achieve maximum value during transition.
Legacy Preservation
Ensure you preserve your business’s legacy by finding a successor or buyer that aligns with your vision, values, and long-term goals for your business that best meets the needs of your community.
Customized Strategies
Our exit strategies aren’t one-size fits all. Your unique needs and aspirations are considered alongside the needs of your family and your business. We provide informed guidance while recognizing that all business exit decisions are yours to make.
An Educated Exit
Your Certified Exit Planning Advisor analyzes the value of your business to identify the potential opportunities and risks you may encounter, allowing you to feel informed about what comes next.
Post-Exit Planning
Your Certified Exit Planning Advisor’s job isn’t over with the sale of your business. They will also guide you into your post-exit life, helping you to determine how you will spend your time without a business to run, what to do with the earnings from the sale of your business and how to thrive post-exit in all aspects of your life.
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Your Exit Planning Team
Our team is led by a Certified Exit Planning Advisor with years of experience within the financial services industry.