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Every Business Owner Needs an Exit Strategy

Exit Planning is the Difference Between Success and Failure

Would you rather be lucky or prepared when it's time for you to exit your business?


An exit plan is a comprehensive road map specifically designed to achieve a business owner's personal, financial, and business objectives to successfully exit a private business.


The purpose of an exit plan is to maximize the value of the business at the time of exit, reduces the amount of taxes paid, and ensures the business owner is able to accomplish their personal and financial goals.  


It provides contingency plans in the event of an illness, disability, death, burnout, or divorce. 


An exit plan can seem complex and confusing, which is why having an experienced team of exit planning specialists can provide the proper guidance and advice to ensure the business owner can exit the business regardless of unforeseen risks and events. 


The failure to create an exit plan almost guarantees a business owner may:


  • Exit the company based on external factors or circumstances not in thier favor
  • Exit the company due to an illness, disability, or death
  • Sell the business at a value less than what the owner needs for their lifestyle in retirement
  • Overpay taxes, thus reducing the net proceeds from a business exit
  • Lose control over the process that can devalue the business
  • Failure to realize their business, personal, and legacy goals
  • Be forced to stay longer in the business than desired
  • Choosing the wrong exit option for their business
  • Have regret, anxiety, or disappointment after the exit has occured


A well-designed exit plan allows the business owner to:


  • Control the outcome and exit on their terms
  • Maximze the value of their company
  • Minimize, defer, or eliminate capital gains tax
  • Retain control of confidentiality by generating a number of exit options
  • Ensure they achieve all their business, personal, and financial goals
  • Ensure their business can thrive even after they have left the business
  • Leave a lasting legacy


The number one reason private business exits fail is because of a lack of planning.


All business owners will exit their business.  A business owner will either exit because of successful exit planning or because of a failure to prepare.  









Learn More

Our mission is to help business owners successfully exit their company, harness the power of creating a well-defined exit plan that accomplishes all of their business, personal, and financial goals, and ensures thier business can succeed for generations in the future. 

Find out more

Exit Planning Options

Transfer to Family Members

Employee Stock Ownership Plan

Transfer to Family Members

About 50% of business owners would prefer to sell the business to thier family, but less than a third of businesses are sold using this method.

Sell to Other Shareholders

Employee Stock Ownership Plan

Transfer to Family Members

If the business owner has other partners, then they can sell their interest to a ready and willing buyer.

Employee Stock Ownership Plan

Employee Stock Ownership Plan

Employee Stock Ownership Plan

The business owner can sell a portion of thier equity to thier employees using an ESOP plan.

Sell to a Third Party

Refinance or Recapitalization

Employee Stock Ownership Plan

A business can be sold to a third party, such as a competitor, supplier, or customer.  Other strategic buyers may a be private equity fund, institutional investors, or hedge fund

Refinance or Recapitalization

Refinance or Recapitalization

Refinance or Recapitalization

This exit strategy usually involves bringing in a lender acting as a partner in the business or bringing in equity investors willing to become partners.

Sell to Management

Refinance or Recapitalization

Refinance or Recapitalization

The Management Team can use the assets of the business to finance the purchase, plus bring in outside investors plus cash.

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