Exit Planning

Leaving a Real Legacy – Business Succession Planning

Exit Planning helps business owners set, sort through, and achieve their exit objectives. It enables owners to leave their companies when they want, to the successors they want, and with the amount of cash they need.

"At some point, virtually all closely-held and family-owned businesses will lose their primary owner to death or retirement." - Dr. Joyce Brochaus, author of Succession Planning.

After you are gone or in the event of your incapacity, your loved ones, family, business partner, clients, vendors, and others will miss you deeply.  Your business needs to be able to go on to support them.

You will either leave them with a legacy that is meaningful, easy to manage or cash out, and keep supporting them -- or you will leave them with a big mess to deal with.

Learn more about Exit Planning, and create an Exit Map here.

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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