Mentor business owners in developing and implementing exit planning strategies
Over 150 years experience in mentoring, coaching business owners in the exit planning process. Our process maximizes company value, get the owner prepared from a financial, estate planning and tax planning perspective along with developing the owner's "life plan" on what they are going to do after their business exit. The benefits are endless because we help the business owner to plan "before" their liquidity event when they can maximize their benefits instead of after the event.
Keywords: Exit planning, business sale, ESOP, succession planning, selling a company, selling a business, business transfer methods, investment banker, business broker.