Exiting your privately owned business can be a very emotional, intimidating and taxing proposition. This complex process requires input from your accountant, tax adviser, attorney, business appraiser, estate planner, financial adviser and insurance adviser, among others. Coordinating and understanding the disjointed advice can be overwhelming. Our job as exit planners is to design a customized blueprint for your exit, while coordinating all the moving parts associated with transferring the business.
Certified Exit Planners are specialists in this process. Their role is analogous to that of an architect. Picture the duties of an architect. They understand and design every part of a building but don’t necessarily have the capability to install a furnace. They design, specify and create a blueprint that coordinates the building process.