Exit Planning Benefits

There are many benefits to exit or transitional planning for the business owner.  These benefits include:

  1. Helping to achieve your business and personal goals.
  2. Controlling how and when to exit.
  3. Maximizing company value.
  4. Minimize, defer, or eliminate capital gains, estate, and income taxes
  5. Facilitating your retirement
  6. Ensuring the survival and growth of the business
  7. Preserving family harmony, where multiple family members are involved in the business
  8. Defining strategic options from which to choose.
  9. Creating a well understood process to be followed.