Exit & Succession Planning for Business Owners

Preparing Today So Your Transition Happens on Your Terms

At Diamond Mountain Financial, Exit & Succession Planning prepares business owners for a future sale, succession, or internal transfer. Planning begins well before a transaction and addresses enterprise value, tax implications, and timing considerations so you have options and control. The aim is a transition that is strategic—not rushed.

Equally important, this service ensures personal financial readiness after the transition. Diamond Mountain Financial coordinates business and personal planning to reduce uncertainty, improve after-tax outcomes, and increase confidence in the next chapter.

Is this service right for me?

• You are considering selling or transitioning your business
• You want to maximize value and reduce taxes
• You want clarity around post-exit security

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