Planning Your Eventual Business Exit

Few decisions have greater financial consequence for an owner than leaving their business. Our guide can help you assess your specific needs and determine if you are ready to leave

Business exit guide depicts Miniature businessman stand on white jigsaw. One jigsaw are missing from board. Business vision concept.

Planning a Successful Exit

As a business owner, you need an exit plan that reflects the dedication and hard work that has provided you and others with success. This guide endeavors to help you take your successes with you, regardless of the exit plan you select.  To accomplish this, our firm created this workbook to help you organize your plans and put them into motion.

The questions in this guide were developed over 20 years ago by attorney John H Brown and form the basis of a seven step systematic process that centers around your personal goals, your specific situation, and your exit needs. For the last twenty years, we have successfully used this process for businesses of various sizes, scopes, and industries, helping owners exit their businesses on their terms. Topics you will work through with this workbook include:

  • Considering your primary and secondary objectives
  • Discovering whether a shortfall exists
  • Identifying which value drivers exist and which are missing
  • Selecting professionals to work with
  • Considering the tax consequences of a third-party sale
      • Assessing the difficulty of selling to insiders
      • Establishing a business continuity plan to protect your interest
      • Working on protecting your personal assets
      • Creating an estate plan

For most owners, the business is your most significant asset and the number of possible exit routes can seem unlimited. As you begin drafting what a successful business exit might look like for you, we look forward to helping you identify your goals and create a plan that lets you and your family enjoy your exit while leaving a legacy for your business stakeholders and community.

Receive our Free Exit Planning Workbook

We’ll be happy to send you a business exit guide so you can put a fine point on your exit objectives, assess your available resources, and visualize what a successful exit might look like for you, your family, and your business.






* indicates required

Helping small business owners with their planning

Learn More