Succession and Exit


Succession and Exit


At some point, most business owners will eventually decide it is time to leave their company because of age, health concerns, or a desire to pursue other life goals. They may decide that it is time to retire, sell the company, or close down the company altogether.

Every entrepreneur should have an exit plan, yet many exit their companies without one, which can create costly complications. Leaving your company should be as well-planned as starting and building your business. In fact, succession planning should begin at least 18 to 24 months before your desired exit because of complex issues, such as business valuation, legal and tax considerations, family matters, and coaching your successors.

Planning an exit is often a complex and sometimes emotional process for a business owner and their family. We provide the CFO-level support needed for a seamless transition.


Process & Services

How We Add Value

We understand you’d rather focus your time and energy on acquiring and retaining profitable customers. You’ll be matched with a dedicated CFO to manage the three key areas of your business: cash flow, reducing business risk, and scalable growth.

Getting Started

For your initial meeting, we’ll send one of our top people to your office to talk to you about your company. We’ll assess what is successful for your business and provide a comprehensive overview of your company’s risks and opportunities.

How We Operate

Many of our services help companies improve internal cash flow and profitability. Our targeted approach helps business owners operate with maximum efficiency.

Collaborating With Your CPA

We work in all phases of the business, concentrating on coordination, communication, and orientation to achieve a desired goal.


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