Our Process

Exit Planning – Process Driven

6 comprehensive steps

Business Valuation

Understanding value is the cornerstone to creating an effective exit strategy.

Do you know what your business is worth?

Business Optimization

Driving transferable value ensures a business is well-positioned to exit.

Will your business attract an investor?

Business, Financial, Personal Plan

A sound exit strategy aligns your business, financial, and personal goals.

Are your current plans integrated for financial success?

Exit Strategy

There are many transition options to consider.

Do you know which strategy will meet your objectives to exit or fuel growth?

Post Ownership Plan

93% have no post-ownership life plan and often experience dissatisfaction upon exit.

What is your plan to maintain purpose, happiness, and family harmony?

Family Estate Plan

An estate plan that is fully coordinated with your business exit strategy ensures that taxes will be minimized and your wealth preserved.

Is your legacy protected?

Are You Prepared to Exit Your Business?

0 %
of Business Owners Plan to Transition Out Over The Next 10 Years.
0 %
of Privately Held Business Owners Leave 80% of the Value on The Table Upon Exit.

Next Steps

Ready to find out more?

Contact Us


Boston – 617.314.9606
Sarasota – 941.388.8970

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