Transition & Exit Planning

Transferring, Selling, or Going to Market?

Whether you are transferring ownership of your business to a family member, selling to an insider, or going to market, you must plan your transition in advance. It is recommended to begin exit planning at least 3 to 5 years in advance. Unfortunately, when the time comes, only a small fraction of business owners give themselves enough time.

An Exit Plan is Crucial

An exit plan encompasses every aspect of your transition, including upfront wealth management, preparing your company for a future transition, retirement planning, and evaluating potential exit strategies. Regardless of how you reach the milestone of transitioning your business – whether it’s retirement or a buyer knocking at the door – an understanding of the transition process and a detailed exit plan will go a long way to making this event smooth and amicable.

We provide insight and guidance used in exit
and succession planning. We will work with you when and where needed and we will
connect you with the appropriate resources
to best meet your needs and goals.