Exit Planning for Business Owners
Maximize value. Minimize taxes. Exit on your terms.
If you are planning to transition out of your business in the next 3-5 years, the decisions you make today can mean millions more tomorrow. As a Certified Exit Planning Advisor (CEPA) and Personal CFO, I collaborate with a Virtual Exit Planning Team of M&A advisors, tax strategists, estate attorneys, and insurance experts—all working together to prepare your business for a successful exit.
What we do
Business Valuation and Growth
Uncover what your business is worth and local strategies to close value gaps.
Tax Optimization
Structure your business and transaction to capture more after-tax proceeds—often 10-40% more than an unplanned exit.
Financial Independence Planning
Ensure your lifestyle is secure before you sell—with models for different deal scenarios.
Risk and Continuity Planning
Protect your business, family, and employees from unforeseen events that could derail your exit.
Investment Planning
Design and implement a plan to manage assets after a liquidity event.
Legacy and Estate Strategies
Preserve your wealth across generations with trusts, gifting, and philanthropic plans.
Did you know?
- Only 2 out of every 10 businesses that come to market actually sell.
- Only 30% of family businesses successfully transition to the second generation.
- Early and comprehensive tax-exit planning is critical to structuring a business sale so that capital gains can be materially reduced or deferred.
Source: Exit Planning Institute, May 2019
