Exit Planning infoQuest

Exit Planning

Helping Business Owners Plan for Exit
through Sale, Merger, or Succession

Most business owners have never sold a business. Unlike selling your home, it is much more detailed and fraught with land mines. Over 70% of owners who have sold end up dissatisfied wishing they understood, and were able to navigate the pitfalls beforehand versus learning the hard (and expensive) way.

Most business owners have 90% of net worth within their business.

Three out of four businesses are changing ownership within the next 10 years

75% of business owners do not have a plan for exit or succession

Only 25% have done any financial planning

75% are unhappy after the sale of their business

80% of companies below $50MM in revenue don't sell

Leveraging a Certified Exit Planning Advisor (CEPA) provides clarity and peace of mind. We understand the multiple dimensions of a potential sale that goes beyond the obvious areas of impact.


Business Exit Planning Process


In our methodology, we focus on building up the value of your business in preparing it for sale, while developing the external areas of your life that will be impacted; legal, estate, financial, personal, and family. An overview of our process is below.


Exit Planning Process

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Exit Planning?
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