Exit Planning for Business Owners

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.

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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.

 

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.

wealth management, employee benefits, [PARTNER FIRM]

Your Exit Planning Team

Our team is led by a Certified Exit Planning Advisor with more than thirty years of experience within the financial services industry.

 

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