The Exit Map | Exit Planning for Business Owners

               Maximizing business value Tax Planning and Reduction
              Developing and retaining key employees Risk Management
                       Identifying your transition strategy Documentation
         Preparing the business for the target successor Estate coordination

Transition planning requires skills in all these areas but the most important factor is TIME. The sooner you start, the more likely you are to exit in the manner you want.

Transitioning typically requires the following lead times before exit:

      • Closing down – 1 year
      • Selling to a third party – 2 to 3 years
      • Selling to employee(s) – 3 to 5 years
      • Selling to family member(s) in the business – 3 to 5 years
      • Selling to family member(s) not yet in the business – 5 to 7 years
        (from 25th birthday)

We do not sell insurance, estate plans, or tax preparation. We coordinate with other professionals in a process to ensure the owner’s wishes are executed, when, how and as projected. The Exit Map® is your owner-centric approach to making sure that when the time comes, your business gives you the results you’ve worked for.