Advisors and consultants specializing in the acquisition, sale and valuation of middle market business.
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There are many reasons to go into business, but have you ever thought about how you are going to get out? 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.

Without exception, every owner leaves his or her company at some point (either voluntarily or involuntarily). Whether you do it effectively and efficiently depends on the specific exit planning actions you take before you leave.

"At any given time, 40 percent of U.S businesses are
facing the transfer of ownership issue."
"The primary cause for failure..�is lack of planning."
                    - US Small Business Administration

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.

Our Exit Planning Experience

As experienced business consultants we have often seen the issues business owners face during an ownership transfer without proper planning. We have access to proprietary publications as well as to on-going training and information about a variety of cutting edge Exit Planning techniques. We belong to a nationwide network of professionals in other disciplines experienced in the Exit Planning process.

What we offer business owners:

  • No-cost initial consultations to explain how the Exit Planning Process works.
  • We've guided numerous owners through "The Completely Revised How to Run Your Business So You Can Leave It In Style Program for Owners and Advisors," the blueprint for an owner's exit success. When we help you to complete this process, you will have a clear Action List stating actions to be taken, due dates for each action and the name of the advisor responsible for its completion.
  • Access to state-of-the-art Exit Planning resources.
  • We maintain relationships with professionals in other disciplines experienced in the Exit Planning process. We can help you to find the advisors you need.
  • We present seminars on a variety of Exit Planning topics.

Click here to contact our Exit Planning specialist.

Click here to receive a complementary subscription to The Exit Planning Review� e-newsletter.

Click here to register for an Executive Briefing on Exit Planning.

Click here for your free copy of "The Completely Revised How To Run Your Business So You Can Leave It In Style."

Exit Planning involves answering "Yes" to seven questions:

  1. Do you know your exact retirement goals and what it will take�in cash�to reach them?

  2. Do you know how much your business is worth today, in cash?

  3. Do you know the best way to maximize the income stream generated by your ownership interest?

  4. Do you know how to sell your business to a third party and pay the least possible taxes?

  5. Do you know how to transfer your business to family members, co-owners, or employees while paying the least possible taxes and enjoying maximum financial security?

  6. Do you have a continuity plan for your business if the unexpected happens to you?

  7. Do you have a plan to secure financial independence for your family if the unexpected happens to you?


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