Exit Planning

Leave on Your Terms, Not Someone Else’s

You’ve spent decades building your business. It’s more than a job—it’s part of your identity. But now, you’re starting to think about what’s next. Retirement. Family. Freedom. Whatever your goals are, the transition out of your business needs to be just as thoughtful as the years you spent building it.

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That’s where exit planning comes in. We work with business owners—typically between 60 and 70 years old—who are looking to step back without leaving money, opportunity, or relationships behind. Your company is likely valued between $5 and $20 million. It’s successful, established, and deeply tied to your life. But it’s time to prepare for the next chapter, and you want to do it right.

What Is Exit Planning?

Exit planning is the process of preparing your business—and yourself—for a successful transition. That could mean:

Selling to a third party
Passing it on to family or employees
Merging or rolling equity into a new venture
Gradually stepping back while keeping some ownership

Whatever the outcome, the goal is the same: exit on your terms, with clarity, control, and confidence.

Why It Matters

Most business owners only do this once. And most leave money on the table because they waited too long or didn’t plan properly.

Common issues we help prevent:

Business isn’t ready for sale when the owner is
Buyers question value or leadership continuity
Tax surprises reduce net proceeds
Family expectations aren’t aligned
No clear plan for what the owner does after

You don’t want to just walk away from what you’ve built. You want to protect it, pass it on wisely, and get rewarded for the value you created.

How We Help

We guide you through a step-by-step exit planning process that includes:

Valuation & Financial Readiness: Know what your business is worth and how to make it more attractive to buyers.
Personal & Family Goals: Clarify what you want life to look like after the exit—and how the business fits into that.
Succession Planning: Identify, train, or recruit the right leadership for the next phase.
Tax & Legal Structure: Work with your advisors to minimize tax liability and protect your interests.
Market Timing & Deal Strategy: Help you understand when to exit and how to structure a deal that meets your goals.

This isn’t a one-size-fits-all checklist. It’s a tailored roadmap, based on your timeline, your priorities, and your values.

Start the Conversation Early

Exit planning isn’t just about the final transaction—it’s about giving yourself options, avoiding regret, and honoring the legacy of what you’ve built.

Whether your timeline is 2 years or 10, the best exits are planned, not rushed. We’re here to help you prepare—quietly, confidentially, and with your long-term interests front and center.

You only sell your business once. Let’s make sure it’s done right.