Exit & Succession Planning Guide

Business ownership comes with its own set of unique challenges, like what happens to your business should something happen to you. Our guide discusses the numerous ways of exiting your business

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

Protect What You Worked Hard to Build

It likely took years of development and analysis to find the best way to make your business successful.  Equally, it will take years of refining to create a plan for exiting your business. Starting early is critical, and our succession planning guide can help you set a course for success. This comprehensive guide endeavors to address several important aspects of your exit and succession planning.

Topics Covered

  • Assessing and building business value
  • Value drivers
  • Succession types
  • Types of insider business transfers
  • Family transfers
  • Third-party sales
  • Selling to a co-owner
  • IPOs
  • Passive ownership
  • Liquidation
  • Business continuity
  • Buy-sell agreements
  • Estate planning
  • Gap analysis
  • Derailing success

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.

Look for additional articles on this topic. 

Go to Global Wealth Advisors homepage.

Receive our Free Exit and Succession Planning Guide

We are happy to send you our comprehensive business succession guide to help you put a fine point on your business exit objectives.

* indicates required. We will not send the guide to anyone who falsifies their information.

Learn about our 3P Approach© to financial planning

See Our Process