The planning phase starts with selecting your best exit options and time-frame. When a third party sale is your preferred option, the plan prepares you and the business for the selling process. If value, marketability or transfer ability gaps exist, we can work with you (and your management team when appropriate) to formulate strategies to close these gaps within your desired time-frame. We work together to develop a custom plan with clear objectives, specific action steps and measurable outcomes.
An exit (business succession) plan also ties in your personal, financial and estate planning goals. Our experienced advisors can coordinate with legal, tax and financial professionals.