Exit Planning

Are you Prepared?

ARE YOU READY FOR THE BIGGEST FINANCIAL EVENT OF YOUR LIFE?
Let’s Work ON your business rather than IN your business to create your plan.
As a business owner who runs a successful business, you have many daily obstacles IN the business to overcome or find ways to work around. How much time do you devote or have you devoted to your long term goals FOR the business? What do you envision doing in two, five or seven years?

Summit Business Advisors is here to help you work ON your business not just IN your business.

We find that many business owners begin to express interest in creating a road map to help them achieve the maximum amount of money that they can obtain from the sale or transfer of their business, while minimizing taxes, when they start asking themselves these recurring questions:

  • Do you find yourself thinking about getting out of your business?
  • Are you wondering how to groom your successor?
  • Is passing your company on to your children becoming increasingly unlikely?
  • Are you getting tired of fighting alligators and looking for a new challenge?
  • Does the whole idea of succession seem overwhelming?

Summit Business Advisors can help you gauge your exit plan preparedness and generate an exit plan analysis based upon your exit objectives. Both are complementary from Summit and the results will be a personalized analysis of where you should begin the exit planning process and what the next steps are for you in the process.

If you have an interest in exiting you business in style, then contact us!