Exit Strategy Planning

A thriving business takes years to build. When it’s time to sell, careful planning is equally important. Let our team of experts do it right. If you’re even considering selling your business, there is no time like the present to explore the possibilities.

Our network of business intermediaries, transaction attorneys, CPAs and lenders specialize in these transactions, along with estate and tax planning. With our collective wealth of know-how, business owners can save precious time and money in the long run.

Your successful exit strategy should begin at least 1-3 years ahead of the sale, but we know that’s often not the reality. These actions will guide you through the process, from start to finish:

Contact a Business Intermediary, Transaction Attorney and CPA.
Begin Tax and Estate Planning.
Get a Valuation from a Qualified Professional.
Stay Focused On Your Business While We Sell It.
Help the New Owner Make a Smooth Transition.

Planning an exit strategy is as important as a strategy on starting a business.