Exit Planning for Business Owners Who Want to Maximize Value
Whether you’re exiting in 2 years or 10, the planning starts now
Certified Exit Planning for business owners who care about their team, their legacy, and getting what they’ve earned.
Why Business Owners Lose 30-40% of Their Exit Value
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.
The Exit Planning Process for Business Owners
How Our Exit Planning Engagement Works
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
Testimonials
We’re proud to help business owners plan, protect, and realize the value of their life’s work
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FAQS
Answer the most frequently asked questions
Build trust with the visitor by answering commonly asked questions.
What is exit planning?
Exit planning is a comprehensive process that helps business owners prepare for the eventual transition or sale of their company—whether to a third party, family, or management team. It integrates personal, financial, and business planning to achieve the best possible outcome on your terms.
Why is exit planning important?
Without a plan, most owners leave 30–40% of their business value on the table at exit. Proper planning protects your wealth, minimizes taxes, and ensures a smooth transition that aligns with your goals and legacy.
When should I start planning my exit?
Ideally, 3–5 years before you plan to exit—but the best time is now. Early preparation provides flexibility, maximizes valuation, and allows you to make strategic improvements that drive higher outcomes.
What does a comprehensive exit plan include?
• A strong plan typically covers:
• Business valuation and value gap analysis
• Personal financial readiness assessment
• Tax and estate planning coordination
• Business continuity and succession planning
• Value growth strategies and timing
• Exit options and deal structure evaluation
Who should be involved in my exit planning team?
Your exit planning team often includes your wealth advisor, CPA, attorney, and a Certified Exit Planning Advisor (CEPA) working together to align personal, financial, and business goals. Collaboration is key to maximizing results.
How do I know what my business is worth?
A formal business valuation is the starting point. It establishes your baseline enterprise value and helps identify the value gap—the difference between what your business is worth today and what you need to retire or meet your financial goals.
Do you have additional concerns or questions?
Reach out to us and we will get right back to you.
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Call to Action
Don’t Leave 30–40% of Your Exit Value Behind
Discover how a customized exit plan can help you capture what you’ve built.