Service
Business exit planning
Most owners have most of their wealth in one company. We plan the sale, the taxes and the life after it, with your attorney and banker.
Who it is for
Owners planning a sale or transition in one to five years
What is included
Everything in the engagement,
written down.
01
Readiness review and value drivers
02
Sale structure and tax impact
03
Pre-sale estate and gifting moves
04
Liquidity plan for the proceeds
05
Coordination with M&A advisors
Is this for you?
Prepare the company, the owner and the family for a sale or succession.
Meetings
Twice a year
Languages
English, Spanish
Fee
See pricing
Book a consultation
How we work
From first call
to a written plan.
Weeks 1–2
Discover
We learn your goals, gather statements and map every account, policy and obligation.
Weeks 3–5
Plan
You receive a written plan with each recommendation, what it costs and why we make it.
Weeks 6–8
Implement
We open and move accounts, coordinate with your CPA and attorney and set up reporting.
Every year
Review
Two full reviews a year, a tax projection each fall and a call whenever life changes.
Results
Decisions our clients made,
and what they changed.
All case studies
Founder, multi-location dental group
A dental group owner prepares for a $14M sale
$1.2M
in projected tax savings
Physician couple, both 54
Two physicians bring retirement forward by four years
4 years
earlier retirement date
Family-owned manufacturer, $22M revenue
A manufacturer turns a cash squeeze into a credit line
$3M
new credit line secured
