Exit Planning
Plan the exit before it plans you.
Most owners spend years building a business and only months planning how to leave it. That gap is where value quietly disappears —in a discount for owner dependence, a diligence surprise, a tax bill nobody modeled, or a buyer who walks.
Select a service
Our Certified Exit Planning Advisors (CEPAs) work on the three things that actually determine your outcome: the value of the business, the readiness of the business, and the readiness of you.
Business Value — Build transferable value that survives your departure
- Reduce owner dependence and key-person concentration
- Strengthen recurring revenue, margins, and customer diversification
- Clean up financials, contracts, and reporting before a buyer finds the gaps
- Establish a baseline valuation and track it against your target
Business Readiness — Remove the risks that erode price at the table
- De-risk operations, systems, and management depth
- Pre-diligence review to surface issues while you still have time to fix them
- Coordinate tax, legal, and estate strategy before a letter of intent, not after
- Evaluate the transition path: third-party sale, ESOP, management buyout, family succession, or recapitalization
Owner Readiness — Prepare for what comes after the wire hits
- Model the after-tax proceeds you actually need to fund your next chapter
- Align business goals, personal financial goals, and personal goals — the three that most often conflict at the last minute
- Plan for the identity, purpose, and role questions that stall otherwise-good deals
Why the timing matters
Exit planning is not a transaction service. It is the work you do before a transaction so that the transaction has options. An owner who starts three to five years out can influence value, structure, timing, and buyer pool. An owner who starts three months out is a price-taker.
ImagePresetsfloat-rightChange ImageOpen firm folderOpen root
We take into account historical and projected financial performance, market conditions, industry multiples, deal structure, and your personal and tax objectives, then coordinate with your CPA, attorney, and wealth advisor so the plan holds together across all of them.
Start where you are
Whether you are ten years out, actively fielding offers, or facing an unplanned transition, our CEPAs can tell you where you stand today and what the highest-leverage next move is.
Know your options. Our team can help.