Exit Planning For Business Owners
Maximize Your Company’s Value as You Begin a New Chapter
Help relieve uncertainty, and mitigate risk with a financial strategy that protects what matters most
Create Lifelong Financial Confidence When You Exit Your Company
Put a plan in place so that you can be confident in your company's future, the choices you’ve made, and the legacy you’re creating
Business owners should have an exit strategy in the same way that airplane pilots should have a landing strategy. You can’t conclude your journey successfully without one.
Your years of hard work shouldn’t go to waste because of a lack of planning or a messy transition.
When you’re ready to exit and sell your business, either to internal stakeholders or a third party, you should already have a strategy in place to help protect your personal future and the future of your business.
Living Legacy helps business owners turn visions for the future into realities with custom exit plans based on your unique circumstances.
Why Business Owners Need an Exit Plan
You deserve to have confidence in your strategy, your goals, and your professional legacy.
A Clear Path Forward
Planning to exit your business starts with an analysis of your current resources and future needs, both professionally and personally.
The most important goal of any exit strategy is to create a fully-funded financial future for you and your loved ones.
Timing is Essential
Finding the right time to sell or divest yourself from your company is crucial for maximizing your return and setting yourself up for future success.
With Living Legacy as your guide, you can make informed decisions that will help protect what matters most to you.
Preparing For The Best
Getting your business ready for an exit requires significant planning, including a deep financial analysis, contingencies for keeping critical staff, and optimization opportunities to increase your company’s value.
The right team will collaborate with you on a strategy that will help maximize your exit and minimize your effort so that you can stay focused on core business activities.
Exit Planning
for Business Owners
A strategic exit plan based on your goals and resources can help protect your company’s future – and your own
Identify Your Objectives
Quantify Your Resources - Conduct a Business Valuation & Gap Analysis
Identify Threats to Your Finances & Implement Contingency
Plans
Identify Strategic Opportunities to Reduce Taxes, Save Money & Retain Key People
Design & Implement Your Estate and Wealth Preservation Plan
Determine Your Ideal Exit Path As Necessary
Certifications
Certifications
Who We've Helped
Frequently Asked Questions
You aren’t the first business owner to have questions about an exit or planning for the future. Get answers below – and if you don’t see the question you’d like to ask, contact us.
- Yes – a well-implemented exit plan can take several years to execute successfully. Lucrative opportunities might not be available to you if you wait until there’s an offer on the table.
- Based on your present circumstances, we may be able to determine an ideal exit path immediately or through a process of elimination. We may identify multiple potential exit paths so that you can make a final decision in the future based on how your situation evolves.
- That’s okay; it's normal not to know all of these things from the jump. But there are still important steps to take well before an exit that can help optimize your position in the future.
- The term “exit planning” is a bit of a misnomer. Your plan should include multiple components, such as identifying strategic opportunities to reduce taxes, setting aside money for the future, and incentivizing retention for mission-critical staff to maximize your company’s value if you choose to sell. These complex steps are just one reason to start planning your exit and your company’s path forward well in advance.
Reduce Financial Challenges & Build a Prosperous Future
Plan to live out your vision of the good life with Living Legacy