Exit planning
Successful business exits are designed.
Some business owners never plan to retire. But even an orderly liquidation requires planning.
If you’re thinking about and planning for retirement,
Ready to do your next venture,
Want to transfer your business to the next generation, or
It’s time to sell all or part of your business
The time to plan is now.
Your strategy transforms from good to great when exit planning activities are embedded into your current growth initiatives.
It’s not too early to think about exit planning and you’re not the only one who is.
75% of surveyed business owners would like to exit their business within the next 10 years.
69% have identified ‘exit strategy’ as a top priority, with Gen X and millennials taking a proactive approach to preparing for their business transitions.
Business owners who plan their exit early will be among the 30% who go to market and actually sell.
Let our Certified Exit Planning Advisors and strategic growth consultants build and manage your exit plan and team of advisors.
Get started understanding what your business is worth using our business valuation tool powered by BizEquity
Our process includes
A business attractiveness assessment that helps you get a clear understanding of where your business value stands now compared to competitors - and what you can do today to increase income and long-term value.
A personal readiness assessment that helps you understand your personal and financial goals post-exit so you can manage your expectations and prepare for what’s next.
An integrated plan that prioritizes activities that allow you to achieve your business, personal, and financial goals while building the value of your business.
