Preparing to Transition

Are you one of the 81% of business owners looking to sell your business in the next 10 years? Or do you plan to pass your business on to your children or key employees when you retire?

Regardless of your situation, our team of certified exit planning professionals can help you develop a tailored exit plan to maximize your cash and minimize your tax liability.

What Is Business Exit Planning?

Exit planning is the creation and execution of a strategy allowing owners to exit their business with maximum profit and minimum tax liability. 

Proper planning will allow you to exit your business when you choose, choose your successor, increase the value of your business, and address business continuity risks.

Receive a Business Valuation

As a business owner, it is important to know the value of your business. We are pleased to offer you a complimentary business valuation! Fill out the form below to request your complimentary valuation.

We utilize the latest technology and a proprietary process to determine the value of your business. Once the assessment is complete you will receive a detailed report on the current value of your business.

Leaving Your Business Is Inevitable

Leaving your business is inevitable, whether it happens on your own terms or through other means. Read about our 7 step process for business exit planning and download the following report to learn how we can help you plan for the inevitable, starting today!

Why Business Exit Now?

Trusted partners

Each of our advisors are legally bound to act in your best interests and provide you with an exit-option-agnostic perspective, so that you can make the best decisions.

Local Advisors

You’ll work with a local fiduciary financial advisor that understands your market.

Certified Exit Planners

Our financial advisors are certified by the Business Enterprise Institute.

Call us to learn more about exit planning.

Our Team of Experts Help You:

  • Create your timeline
  • Choose your successor
  • Minimize your tax liability
  • Evaluate and increase your business’ value
  • Create a continuity plan

Contact Us

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