What does exit planning involve?

The financial and personal sides of stepping away: succession, valuation, deal structure, taxes, and what your income and wealth look like afterward.

Is selling and retiring a plan?

Rarely. Owner lifestyle and life plan goals are usually overlooked. The plan also skips the tax, income, family, and charitable goals a sale can raise. Planning ahead gives those questions room.

Well before a sale, ideally years out. Early planning widens your options for structure, timing, and tax treatment.

Business Exit Planning

Selling or stepping away from your business may be the biggest financial event of your life, and the one you have prepared for least. This connects the pieces so the exit works for you, not just the buyer.

It links valuation, deal structure, taxes, the buyer market, terms, and financing, with the personal side of letting go. It draws on Rex's background leading more than 100 business transitions and valuations, so you see the deal the way the other side does.

A succession readiness questionnaire is a simple place to start, well before you are ready to sell.

How Can We help?

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Questionnaire

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Questions? Give us a call (651) 773-8400

Business Exit Planning

Frequently asked questions

What does exit planning involve?

Is selling and retiring a plan?

When should I start?