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Business Exit Planning

Perpetuation Planning for the Local Business Owner

Five to 10 years before you retire, you should start building out your perpetuation plan, also known as a business exit plan. Sometimes it’s easy – you know you’re going to sell, who you’re selling to, and when that’s going to happen. Often, however, it’s more difficult.

Selling to family carries an emotional component, and a conversation around a discounted valuation. Selling to an internal key employee or employees can cause confusion and require extensive capital to take chips off the table. And if you have no one penciled in as your successor, you’re starting from square one.

No matter where you’re at in the process, our Certified Exit Planning Advisor team can help.

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What is a Certified Exit Planning Advisor?

Our in-house team includes CEPA® designated financial advisors who specializes in perpetuation planning. They'll help you plan your exit, whether you're selling to a family member, internal team members or an external buyer. 

Six Steps to Your Business Exit Plan

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Maximize Your Valuation

We will walk you through which levers to pull to get the most out of your business.

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Take Chips Off the Table

You don’t need to sell everything at once. Find a transition plan that works for your timeline.

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Communicate Your Plan

If needed, we’ll help facilitate the conversation with your successor and work with them to create capital or financing. 

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Prepare Your Successor

If needed, we’ll help facilitate the conversation with your successor and work with them to create capital or financing. 

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Execute the Sale

If needed, we’ll help facilitate the conversation with your successor and work with them to create capital or financing. 

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Manage Your Assets in Retirement

If needed, we’ll help facilitate the conversation with your successor and work with them to create capital or financing. 

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Key Personnel Planning

Business exit planning often includes shifting ownership to key executives at the company. We work alongside those individuals to help plan – whether it's to fund a purchase of shares or how to manage newfound wealth.  

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Start Planning for your Exit

Exit planning should begin 10 years before you actually sell the business. Get your perpetuation plan together today.