Fortune, Business Transfers & Acquisitions

Why Do I Need a Business Succession & Exit Plan? 

All businesses change hands at one point or another. Since a business is traditionally the owner's biggest asset, the owner needs to be in command of the eventual transfer, whether the transfer happens due to a planned retirement or unexpected event.  A well developed Business Succession & Exit Plan will raise the value of your business, make the sale of your business more marketable as well as prepare the business for any unforeseen or catastrophic events.

We want to earn your trust so that you will use our firm when you decide to sell your business sometime in the future.  We hold ourselves accountable for real results and the successful implementation of our Business Succession & Exit Plans.

We are so confident that you will be pleased with our services that we will credit 50% of the Business Succession & Exit Planning fee toward the final closing costs when it comes time to sell your business.

A Good Plan Can Raise The Value of Your Business By 50%

A business Succession & Exit Plan can provide an immediate increase in business value.  In addition, our Succession & Exit Plans preserve the value of the business and provides protection for the business, the owner and their family. A well developed Succession & Exit Plan allows a business owner to retain control of their company regardless of what the future may bring.

In our Succession & Exit Plans, we also explore exit strategies and create tactics to achieve a business owners exit goals.  We set goals and groom a business for transfer (sale). We explore the effect of income, capital gains, estate and gift taxes, as well as addressing the particular complexities of a transfer (sale) to third parties, family members or key employees. 

Which Succession & Exit Plan is Right For Me?

1. Essential Succession & Exit Plan.  A limited scope plan designed to review and correct basic issues. This custom plan also prepares the owner and the business against catastrophic situations such illness, disability, death, or divorce. 

2. Strategic Succession & Exit Plan.  A more detailed version of the 1st plan, plus it helps preserve and grow the business value. 

3. Comprehensive Succession & Exit Plan.  A more comprehensive version of the 2nd plan, plus it includes more elaborate planning inclusive of tax and estate planning. 

4. Comprehensive Business Plan designed for existing businesses for the purpose of planning, growth, obtaining customers,business loans, mergers, acquisitions or buyouts. 

 What Do These Plans Include?

• Increasing / maximizing growth and profitability of your business. 

• Recommendations to preserve and, most importantly, increase business's market value prior to the sale of your business. 

• A strategic plan for ownership transfer to family members, employees or third parties.

• Contingency plans to address unforeseen, catastrophic events.

• Review of tax implications upon ownership transfer.

• Positioning and marketing plans for the future sale of the business.

• The Strategic and Comprehensive plans also include an industry and competitive analysis. The Comprehensive plan includes plan implementation assistance.