We act as your unbiased, impartial quarter-back and facilitator to help you understand all the options available to you and help you better control when and how you transition out of your business. We help you identify and put together the building blocks that are needed to create an informed and effective exit strategy.
We help you assess where you are and where you are going. We help you create an exit plan that is customized to your needs. Then we help you create a process that will keep you focused on achieving each of the defined exit planning tasks.
We help you understand how much your business is worth, how to maximize the value of your business, and how to minimize any transaction related taxes.
We help you determine the best way to use generated proceeds to fund your retirement plan.
We can help you find the right buyer.
We can help you transition your business to family members or your employees.
We help you deal with the many issues that get in the way during this process.
We can help you plan for what you will do after your business exit.
Ultimately we take what can be a very complex process and turn it into one that is straight-forward and implementable.