About Exit Planning


Exit Planning is the financial process by which a business owner seeks to maximize and recover the value of equity grown over time.  An exit strategy is particular important if the owner desires:
  • Cash for Retirement
  • Funds to Buyout one or more Partners
  • Money to Pursue Other Interests & Investments
  • Capital to Expand the Existing Business
  • Financing for Mergers or Acquisitions, or
  • Revenue by Divesting all or part of the Operation