Exit Planning

We know you’ve put in tremendous effort to get your company where it is today – let our Firm help you lay the foundation to prepare you personally for a successful transition into your next chapter, while ensuring your business – and your people – will continue to thrive without you.  And don’t be alarmed! You don’t have to be ready to exit in a month, or even a couple of years – this is simply a foundation to help you understand the steps you might need to take in order to achieve a satisfying exit. We will work with your current advisors to develop a holistic exit plan that considers your business, its financial needs, your personal financial needs, and the people involved (family, leadership teams, employees, etc.).  We want to expand our clients’ options and allow them to sell/transfer on their own terms and timeline, realizing a maximum selling price or long-term value.


To get started, we encourage you to take the 8 minute PREScore questionnaire that evaluates your readiness to exit your company on a personal level. PREScore™ will calculate your readiness to exit by identifying your status on each of the 4 drivers of a satisfying exit.