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Holistic Exit Planning for Business Owners

PRE-TRANSACTION

The most impactful planning often occurs in the 12-18 months leading up to transaction.

4 Ways to Prepare for the Sale of Your Business

Tax Minimization

Pre-exit planning and strategies to maximize the after-tax value of your exit proceeds.

Expertise on Your Side

  • Certified Exit Planning Advisors (CEPA®)

  • Certified Public Accountants (CPA®)

  • Certified Financial Planners (CFP®)

  • Certified Private Wealth Advisor (CPWA®)

HOLISTIC EXIT PLANNING

Customized exit plans built around your personal and financial goals, pre-and-post transaction.

GUIDE TO BUSINESS OWNER EXIT READINESS

Cash Flow Management

Ensure your lifestyle and liquidity needs are met with cash flow generation strategies that provide consistent income, irrespective of market conditions.

Putting Your Proceeds to Work

Tax-efficient investment portfolios and private investment opportunities in high-growth businesses and industries.

POST-TRANSACTION

Preparing you and your wealth for the outcomes, opportunities, and challenges of life post-sale.

PLAN YOUR TOMORROW

Succession planning

Determine your timeline, successors, and involvement in the business post-exit.

Wealth Transfer & Family Governance

Secure your family's legacy and financial future with tax-efficient estate planning and wealth transfer strategies. 

Goals-based planning & investing

Fuel your next pursuits in life - personal, professional, and otherwise.

ARE YOU PREPARING YOUR BUSINESS FOR AN EVENTUAL EXIT?

START PREPARING YOUR WEALTH AS WELL

RELATED INSIGHTS

Answers, advice, and education on the topics affecting your wealth

Start Preparing Your Wealth for Exit Today

Schedule a Free ConsultatioN

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