Business Advisory and Exit Planning Services
Below is an example of our general planning process.
Services may be added or removed to suit the unique needs of each business.
Goals & Objectives
Review current and future needs, entity structure, ownership allocations, growth projections, tax planning considerations, and more
Financial Assessment
Analysis of cash flows, investments, tax records, asset protection, debt evaluation, strategic partnerships
Risk Management
Identify ways to best protect your assets and utilize a variety of products to mitigate your organization’s overall exposure to risk
Compensation & Benefits
As you grow, we can help design everything from employee benefit packages to ownership transition management plans
Business Exit Planning
Protecting your family’s quality of life through the sale of your business and beyond
- – Create & Clarify Exit Objectives
- – Ownership Continuity Planning
- – Current Valuation & Forecast Cash Flow
- – Identify Asset Gap & Growth Strategy
- – Minimize Taxable Income
- – Sale & Transition
Estate and Wealth Transfer Strategy
Ensure the longevity of your assets and prepare for the future by creating a plan to successfully transition your legacy
Implementation & Monitoring
Our focus shifts to the benchmarks set for your plan, periodic reviews and adapting as needed to suit your evolving business environment