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.
Who We Work With
Business Owners
Buyers
Whichever side of the transaction you’re on, we’re with you each step of the way to help you achieve your goals.
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.
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.
Subscribe To Altus Exit Strategies Newsletter
We Respect Your Privacy