Exit Planning for Business Owners

Exit Planning is a process that helps business owners decided where they want to go as well as how to get there. To help you create your Exit Plan, we coordinate your advisors and implement your Plan based on your timetable. You decide when you wish to leave your business, what amount of cash you need when you exit; and to whom you want to transfer the business. As Members of the BEI Network of Exit Planning Advisors™ we know how to guide you to your successful exit whether it be:

  • Transferring the company to family member(s)
  • Selling the business to one or more key employees
  • Selling to employees using an Employee Stock Ownership Plan (ESOP)
  • Selling to one or more co-owners
  • Selling to an outside third party
  • Engaging in an Initial Public Offering (IPO)
  • Retaining ownership but becoming a passive owner
  • Liquidating the business

There are many tools available to help individuals get into business, but few that help them get out. The Seven Step Exit Planning Process™ is a customized comprehensive approach to designing and implementing a business owner’s successful exit from his or her business.

business exit planning for owners


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