Services
Exit Planning
Your Business Journey Doesn’t End Here—Let’s Plan What’s Next
Growth, resilience, and hard work mark a business owner’s entrepreneurial journey. Planning your exit can feel overwhelming when it’s time to transition, whether through a sale, succession, or another path. Our Exit Planning Services are designed to help you confidently navigate this critical phase.
We partner with business owners who are ready to transition their companies.
Whether you’re:
- Preparing to sell your business to an external buyer,
- Handing the reins to a family member or key employee, or
- Planning your retirement while ensuring your business continues to thrive
Every exit plan is different, and so is every business owner’s vision for the future. Making informed, strategic decisions requires a tailored approach built just for you.
The Value of Exit Planning Services
Exit planning is not just about stepping away; it’s about stepping into a future that reflects your hard work and vision. With so many moving parts—from financial readiness to personal goals—it’s easy to feel “stuck” in the process. That’s where we come in.
Maximize Business Value
Identify value enhancement strategies to ensure your business is as attractive as possible to potential buyers or successors.
Align Personal and Business Goals
We conduct a thorough business valuation to determine your company’s worth and identify areas for growth.
Simplify Complex Transitions
From negotiating buy-sell agreements to addressing employee retention, we bring structure and expertise to every step.
Navigating the complexities of exit planning is a team effort, and we’re here to guide you through the entire process. Our services include:
Business Coaching and Transition Support
Business Valuations
Cash Flow Forecasts
Value Enhancement Strategies
Tax Compliance and Corporate Structuring
Assist with Access to Capital
Risk Mitigation
Buy-Sell Agreements
Partnering with us means more than expert advice—it’s about building a trusted relationship with someone genuinely invested in helping you achieve your goals. Here’s how we’ll work together:
Discovery & Assessment
We start by understanding your goals, challenges, and priorities.
Value Analysis
We conduct a thorough business valuation to determine your company’s worth and identify areas for growth.
Strategic Planning
We create a tailored exit strategy that considers your personal and professional objectives.
Collaboration & Resources
We collaborate with attorneys, financial advisors, and other specialists to ensure every aspect of your plan is covered.
Ongoing Support
Exit planning is a long-term process, often spanning years. We’re here for you every step of the way, offering insights, guidance, and expertise whenever needed.
Exiting your business is more than a transaction—it’s a transition into a new phase of life.
Madison Price Zender, CPA, MPAcc
Principal
Chris Sullivan, CPA
Managing Partner
Matt Roetcisoender, CPA, CVA
Partner
Sooraj Sall, CVA
Business Advisory
Exit Paths for Business Owners
When business owners start to think about exiting their companies, the number of possible Exit Paths can seem limitless. We've examined the advantages and disadvantages of each Exit Path and describe a process that enables owners to choose the best Exit Path for them.
