Exit Planning

Exit Planning, Transition Planning, Mergers and Acquisitions

Are you considering selling your business or transferring it to other family members or employees?   Maybe you’re wondering if you should sell it now or grow it first even through acquisitions.

We’ve worked with over 100 business owners by helping them decide the best way and time to sell or transfer their business.  We also help owners think through what they’re going to do once they’ve ‘retired’.

We’re unique in that we provide an unbiased perspective on your decision to either grow or sell your business.

Typically we start with identifying what your company is worth and establishing the amount of money you’ll need to retire, to determine if there’s any gap which might prohibit a successful transition.

Some of the services we offer and can guide you through are:




  • Strategic Options Analysis – Evaluation to determine the current value of your business and what the value could be with improved operating performance.
  • Exit / transition planning guidance
  • Establishing personal and financial goals
  • Financial retirement planning
  • Business valuation
  • Developing financial and other buyer needed documents
  • Exit ‘clean up’ services – short term improvements to increase the salability and value of your business.
  • Identifying buyers
  • Identifying selling options and approach
  • Communicating with buyers
  • Mergers and acquisitions
  • Acquisition due diligence
  • Acquisition integration




To download our Exit Planning Summary Sheet: Exit Planning Summary Document

To learn more about how we can help you please Contact Us.