Exit & Succession Planning
Preparing Today So Your Transition Happens on Your Terms
Thoughtful planning for business transitions aligned with personal financial readiness
About This Service
Exit planning that starts years before the transaction: QSBS qualification, entity restructuring, cash-balance plan funding, and transaction-timing analysis that can materially change your after-tax proceeds. For family businesses, we coordinate succession structures — buy-sell agreements, family limited partnerships, and insurance-funded inheritance equalization — with your attorney and CPA so the transition happens on your terms.
Who This Is For
- You are considering selling or transitioning your business
- You want to maximize value and reduce taxes
- You want clarity around post-exit security
- You own a family-run business with multiple generations involved
What's Included
- Enterprise value & transaction timing
- QSBS qualification & entity restructuring
- Cash-balance plan funding before exit
- Family succession structures: buy-sell agreements, FLPs & insurance-funded equalization
- Post-exit personal readiness
Frequently Asked Questions
We're adding FAQs for this service soon. In the meantime, browse all FAQs or ask us directly.
A Client's Experience
A second-generation owner of a manufacturing business planned to sell to a private equity buyer. By restructuring as an S-corp two years before sale, maximizing a cash-balance pension plan, and coordinating the timing of her ESOP-eligible shares, we reduced her effective tax rate on the $12M sale by approximately 11 percentage points compared to her original structure.
These are hypothetical scenarios for illustrative purposes only and do not represent actual clients or results. Past outcomes do not guarantee future results.
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