Exit Strategies & Transition Planning

Your goal is to run a successful business by accumulating assets and building a structure with profit potential. An exit strategy is designed to help you sell the business on your terms, sell the assets of the business, merge it with another business, or sell shares in the business publically. Exit planning is the creation of a comprehensive plan to allow a business owner to successfully exit a privately held business. An exit plan covers all of the business, personal, financial, legal, and tax questions involved in selling a privately owned business. A good exit plan can be complex and usually requires advice from a number of different specialties. Some entrepreneurs exit the business for reasons other than wealth, retirement, or the desire to pursue other goals. Death, disability, family circumstances, and divorce from partners sometimes lead to an early exit. Without an exit plan, entrepreneurs who want a favorable outcome for everyone may find that their exit is other than what they wanted it to be.

A well-designed and implemented exit plan enables business owners to:

  • Control how and when they exit
  • Maximize company value despite any current circumstance
  • Minimize, defer, or eliminate capital gains taxes
  • Retain control by generating a number of strategic exit options
  • Ensure they achieve all their business and personal goals
  • Reduce the stress that arises from this process
  • Ensure continuity of the business




“Let us be your Quarterback!  We will drive the process so your team can focus on running the business!”


Our Engagement Partners include Certified Business Exit Consultants (CBEC) with advanced degrees and a minimum of 15 years executive management experience.