Exit Preparation and Implementation Plan

Now that we understand your goals, needs and expectations, it is now possible for us to help you begin to plan for and prepare for your exit or transition event.  Included in this phase are the following activities:

  1. Development of a list of changes that should be implemented in order to increase your value
  2. Evaluation of all of your exit and/or transition options
  3. Tax planning to minimize or defer income, gift and estate taxes
  4. Review and updating of your estate plan
  5. Preparation of an updated wealth management plan that incorporates the planned deal structure.
  6. Pre-transaction due diligence
  7. Coordination of exit planning efforts with owner's attorneys and accountant
  8. Creation of a detailed value enhancement and exit planning action plan