Exit strategy

Winding down involvement with a business you’ve built is something most owners would rather not think about. Planning ahead gives you more options and ensures a successful transition for you and the business.

It can take years to plan and implement your exit strategy, so don’t wait until the last minute. Spend some time thinking about what you want for yourself and the business. Are you ready to retire completely or hoping to phase out your involvement over time? Are you hoping to keep the business in the family? Do you care about the future of the business? Consider how, when and to whom you’ll transfer the business. Consult your business advisors and document your plan.

If you're interested in discussing a plan for transferring your business, we'd love to help:

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