Business Exit Planning for Financial Security & Legacy

You have to leave your business at some point – wouldn't you rather it be on your own terms?

Unless you are a serial entrepreneur, you are only going to exit your business once. Make sure you do it right – at a financially secure value that preserves your legacy.

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Build Your Legacy

We work exclusively with business owners, which means we’ve seen our fair share of exits—both the wins and the wipeouts. And here’s what we know: when owners follow this simple approach, their exit almost always meets (or exceeds) expectations.

1

Determine what you need for financial security

2

Determine the gap in business value and other wealth

3

Develop a plan and close the gap

4

Act ‘as if’ the business is a passive investment and not dependent upon you exclusively

7 Deadly Sins of Value Destruction

Download the 7 Deadly Sins of Value Destruction

TRIPLE the value of your business by avoiding the 7 Deadly Sins that kill business value.

Is It Time to Exit or Pass the Torch?

If you answered YES to 3 or more of Questions 1–5, you may be overdue to start planning your exit or succession—while you still have options.

If you answered YES to 3 or more of Questions 6–10, you’re probably feeling the pressure of unplanned succession, and now is the time to take control. Contact us.

 

Case Studies

Case Study

MILLION DOLLAR MISTAKES: HOW WE SAVED THIS NC MANUFACTURER OVER

$8.5M. A successful mid-sized business with multiple entities engaged our accounting firm for tax strategy and compliance.

Anything But Typical®?

Tired of Typical?

Is your current accounting firm just “okay?”

It doesn’t have to be this way.

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