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Exit Planning

Leaving a Real Legacy – Business Succession Planning

At Casey D. Conklin, we understand that as a business owner, you've invested significant time, energy, and resources into building your company. But what happens when it's time to move on? Exit Planning is the strategic process that empowers business owners to set, sort through, and achieve their exit objectives. Whether you're planning to retire, pass on the business to family members, or sell to a third party, our Exit Planning services can help you navigate this crucial transition period with confidence.hy Exit Planning Matters?


Ensuring Continuity for Your Business


After you're gone or in the event of your incapacity, your loved ones, family, business partner, clients, vendors, and others will deeply feel your absence. It's essential to ensure that your business can continue to operate smoothly to support them. Our Exit Planning services are designed to help you create a seamless transition plan that ensures the continuity of your business operations, even in your absence.


Leaving a Meaningful Legacy


You have the opportunity to leave behind a legacy that goes beyond financial success. By carefully planning your exit strategy, you can ensure that your business continues to thrive and make a positive impact in the lives of your employees, customers, and community. Our team will work with you to develop a plan that reflects your values and vision for the future of your business.Our Approach to Exit Planning


Collaborative Exploration


We believe that Exit Planning is a collaborative process that requires open communication and a thorough understanding of your goals and priorities. Our team will work closely with you to explore various scenarios and identify the best course of action for your unique situation.


Comprehensive Analysis


We'll conduct a comprehensive analysis of your business, financial situation, and personal objectives to develop a tailored exit strategy that meets your needs. Whether you're interested in family succession planning, selling to a third party, or exploring other options, we'll provide you with the guidance and support you need to make informed decisions.


Access to Qualified Advisors


Navigating the exit planning process can be complex, which is why we partner with a network of qualified advisors who specialize in various aspects of succession planning. From legal and financial experts to business valuation professionals, we'll connect you with the right professionals to ensure a smooth transition.

Our Exit Planning Service

Business Valuation


Understanding the value of your business is the first step in the exit planning process. Our team will conduct a comprehensive business valuation to determine the fair market value of your company, taking into account factors such as financial performance, market trends, and industry benchmarks.


Exit Strategy Development


Once we have a clear understanding of your business's value and your personal objectives, we'll work with you to develop a customized exit strategy. Whether you're planning to sell to a third party, transfer ownership to family members, or explore other options, we'll help you create a plan that maximizes value and minimizes risk.


Tax Planning


Taxes can have a significant impact on the proceeds of your business sale or transfer. Our team will work with you and your tax advisors to develop a tax-efficient exit strategy that minimizes your tax liability and maximizes your after-tax proceeds.


Legal Support


Navigating the legal complexities of exit planning requires expertise in various areas of law, including estate planning, business law, and tax law. We'll work closely with your legal advisors to ensure that all legal aspects of your exit plan are properly addressed and executed.


Family Business Succession Planning


Passing on a family business to the next generation requires careful planning and preparation. Our team has extensive experience in family business succession planning and can help you navigate the unique challenges and opportunities associated with transitioning ownership to family members.t Started with Exit Planning Today

If you see ownership change in your future, we're here to help you plan a successful business exit. Take the first step by contacting us to schedule a consultation. Our team will review your situation and develop a customized exit planning strategy that meets your needs and objectives. Don't leave the future of your business to chance—partner with Casey D. Conklin for expert guidance every step of the way.


Our Story

We will explore together what can we do today to ensure your business can and will continue to serve you and your clients well whether you are on vacation, taking a health break, or when you pass it on to loved ones after you are gone.

If you see ownership change in your future, we can help you plan a successful business exit. We can help you answer the seven planning questions located on this page and identify qualified advisors to help you through the process.

Meet The Team

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