Launch. Grow. Exit your business.
You’re considering an exit in 5 years
You’re considering an exit in 5 years
- Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
- Fine-tune your business model to be most appealing to a buyer
- Make sure business documentation and financial statements are in order
- Put together a team to prepare the business and optimize value
- Strengthen your management team
You’re 3 years away from exiting
You’re 3 years away from exiting
- Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
- Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
- Build the right pre-sale advisory team, including an investment banker, attorney and CPA
- Explore gift and estate strategies to help maximize net proceeds from a sale
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Planning for the life of your business
Planning for the life of your business
Whether you are building something new, expanding or paving the way for succession or a future liquidity event, planning is critical. Wherever you are in your company’s development, we will work closely with you to assess your options, offer insight and guidance, and craft a roadmap that takes into account both the short and long term.
And if you preparing to sell your business, we can help ensure that the process is well-thought-out, runs smoothly and aims to create the most favorable outcome.
