We guide business owners through the Exit Planning process by providing a range of services, including:
- Comprehensive Exit Planning utilizing the BEI Seven Step Exit Planning Process™
- Key employee equity and cash based compensation plans
- Employee Stock Ownership Plan (ESOP) feasibility analysis
- Key person insurance planning
- Pre-sale due diligence
- Identify key value drivers to help enhance business value
- Identify and prepare a successor, or find a suitable buyer
- Assess the value and marketability of your business
- Develop beneficial tax strategies
- Create appropriate shareholder buy-sell agreements
Contact us to learn more about building your exit plan.