Broker Check

Transition - Exit Planning

Business Transition Planning 

Owners begin thinking about the Transition Planning Process when two streams of thought begin to converge. The first stream is a feeling that they want to do something besides go to work every day: either they would like to be someplace else—doing something else—or they simply no longer get the same kick out of doing what they are doing. The second stream is the general awareness of the following:

  • They are close to financial independence.
  • They are making significant strides toward reaching financial independence.
  • They can achieve financial independence today by selling their businesses.

As these two streams converge, an owner’s thoughts flow inevitably toward exiting the business. As these two streams converge for you, will your business be prepared for your departure on your terms?


Exit Planning

In most cases, the valuable experience owners develop over the course of their business lives does not equip them to exit their business successfully.  

All this planning sounds complex and time consuming, but it does not have to be. We can help create a comprehensive Exit Plan designed to achieve your personal and professional objectives in a timely and cost-efficient manner. 

Your Exit Plan will:

  • Reflect your personal Objectives.
  • Hold you and your Advisors accountable.
  • Measure your progress toward a successful exit.
  • Impose deadlines for timely execution.

Armed with a written Exit Plan, and our team of Advisors, you can optimize your ability to leave your business on your terms.

If you would like more information about how we can facilitate an Exit Planning Process tailored to meet your specific objectives, please give us a call.