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Is Your Business Ready to Sell for Maximum Value?
Certified Exit Planning for business owners who care about their team, their legacy, and getting what they’ve earned.
Portfolio
Most Business Owners Lose 30-40% of Their Exit Value
You’ve spent years building your business. But without proper exit planning, you’ll lose a massive portion of what you’ve earned to
Unnecessary Taxes
Capital gains, depreciation recapture, state taxes—without planning, 30-40% disappears before you see a dime. Most of this is preventable with the right structure.
Poor Valuations
Sellers who don’t know their business value get taken advantage of. Buyers will low-ball you if they sense you’re desperate or uninformed.
Bad Deal Terms
Earnouts that never pay. Seller notes with hidden traps. Representations and warranties that expose you to post-close liability. Details matter.
Rushed Timeline
Business exits take 12-24 months when done right. Owners who wait until they’re burnt out or desperate make terrible decisions under time pressure. Buyers smell urgency and exploit it for better terms.
No Successor Plan
If the business depends entirely on you, it’s worth 30-50% less to buyers. Key person risk kills valuations. Without a trained management team or succession plan, you’re selling a job, not a business.
Ignored Personal Planning
You focus on the business sale and forget about yourself. What happens after? What do you do with the money? How do you avoid blowing it? Without post-exit planning, financial windfalls often disappear in 3-5 years.
Process
How We Work Together
Our exit planning engagements are comprehensive, customized, and focused on maximizing your outcome.
Exit Readiness Assessment
We conduct a comprehensive analysis of your business and personal situation to determine your current exit readiness. This includes a professional business valuation, personal financial assessment, tax exposure analysis, transferability evaluation, and succession planning review. You’ll receive a complete exit readiness scorecard showing exactly where you stand.
Exit Planning & Optimization
We build your comprehensive 2-5 year exit roadmap covering every aspect of preparation. This includes tax strategy development and implementation, business value and personal financial planning,
Transaction Support & Post-Exit Wealth Management
When you’re ready to execute, we provide hands-on support through due diligence, deal structure review, and negotiation guidance. We protect you from bad deal terms and ensure smooth transition for you and your team. After close, we manage your exit proceeds through comprehensive wealth management services
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