Exit Planning Advisors

Guiding Business Owners Through the Exit Planning Process

As Seen in MaineBiz

David V. Jean, CPA, CCIFP, CExP, recently shared invaluable insights in an interview with MaineBiz for their Meet the Expert column.

In the interview, David underscores the necessity of a multidisciplinary approach for a successful exit plan, incorporating legal expertise, financial advice, tax planning, and more. He enlightens business owners on the initial steps of exit planning, emphasizing the importance of a thorough company valuation and realistic financial forecasting for a post-exit lifestyle.

Read the Q&A

Who We Work With

Business Owners

Your business is more than your job. It may represent a lifetime of work, your largest financial asset or even a large part of your identity. It’s never too early to start thinking about succession planning.

Exit Planning

Buyers

Is acquiring a business part of your plan?
Whichever side of the transaction you’re on, we’re with you each step of the way to help you achieve your goals.

Buying A Business

Are You Ready?

Our 15-Minute Assessment helps evaluate your readiness.

When you work with an Altus Exit Strategies advisor, we’ll help you answer these questions:

How much is my company worth?
How much could I cash out?
How do I structure a sale to a third party or to an employee?
How can I increase my business value before I sell?
What can I do now to get ready?
Not sure if it’s time to start exit planning?

Your responses are confidential. No financial information is collected.

Take 15-Minute Planning Assessment

Why Choose Altus Exit Strategies?

Our team brings the financial consulting and tax expertise of a public accounting firm to the exit planning process. We are certified exit planning advisors (CExP) who understand the tax benefits and potential tax consequences around timing an exit.

Together with our experience collaborating with lawyers, financial advisors, and other professional advisors on behalf of business owners, we guide business owners and their entire exit team to a successful exit.