Business Owners

Your business is unique,
and your exit planning should be too.

 
 

Our exit planning system is a process, not a product. We aren’t vested in promoting a particular goal; instead, we work to identify and to accomplish your goals. Our system works because it is a customizable process that takes you to the successful exit you desire. We are more than transactional advisors, we're invested in the planning process with you. That means long term planning, goal setting and fine-tuning your plan over time.

You set the timetable and we coordinate with your advisors to help you meet your goals. As Members of the BEI Network of exit planning advisors, we know how to guide you to your successful exit.

 Using a systematic exit planning process
developed over the last 25 years, you decide:

Business Owner Services Leaving a Business

When you

wish
to leave your
business.

Business Owner Services Cash Needed to Exit

What amount of cash you need when you exit.

Business Owner Services Whom to Transfer To

To whom you
want to transfer
the business.

Planning Can Help Increase the Value of Your Business When It’s Time to Sell

 
Decorative Brown Line
 

That’s why it’s never too early to start thinking about exit planning. Our goal is to craft a plan that
will help you meet your goals and chart a course for you and your business. Here is how we do it:

Planning To Sell Discovery

Discovery

Planning To Sell Plan Design

Plan Design

Planning To Sell Implementation

Implementation

Planning To Sell Post Implementation Review

Post Implementation Review

We spend most of our time in the Discovery Phase. We get to know you, the key players within your business, and where you see yourself in the future. From there, we provide a range of services based on your needs. From employee compensation plans and tax strategies to pre-sale due diligence and preparing your successor, we’re not done until your plan is complete. We also employ the BEI Seven Step Exit Planning Strategy as it applies to your unique circumstances.

Gear Photo for 15-Minute Assessment Exit Planning

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.

Start Your Exit Planning Today

 Exit planning is business planning, and business planning is exit planning- it's all about increasing value.