Assessment and Analysis

As the first part of our exit planning process, we conduct a thorough assessment of your goals, needs and expectations. It is important that we understand all of the factors and issues that may impact how we structure a plan for moving forward.

We use a combination of interviews, questionnaires, research, and dialog to determine the best course of action.

During this phase we also estimate the value of your business now and potentially in the future.  We help you clarify how proceeds from the sale of your business will help fund your retirement needs. We help you examine ways to maximize the value of your business and minimize taxes.

Once this phase is completed, we can help you move toward creating your exit preparation and implementation plan.