The Master Exit Plan®
A Blueprint to Prepare Your Business For Sale and Preserve Your Wealth
Business owners face complex questions about when and how to exit — and how to ensure financial security.
In partnership with Legacy Partners, we offer an unbiased, comprehensive, and process-driven approach that removes the confusion and frustration often tied to transitioning a business.
A successful exit that meets your business, financial, and personal goals is achieved through our proven two-step Master Exit Planning® process:
1. Create a Master Exit Plan®—a blueprint ensuring both the business and owner are ready for an optimal exit.
2. Execute the plan with world-class experts in M&A, internal transfers, and family governance.
Master Exit Plan®- Client Centric, Process Driven"
6 Comprehensive Steps
Business Valution
Understanding value is the cornerstone to creating an effective Master Exit Plan.
Do you know what your business is worth?
Business Optimization
Driving transferable value ensures a business is well-positioned to exit.
Will your business attract an investor?
Personal Financial Planning
A sound exit strategy aligns your business, financial, and personal goals.
Are you clear on how a liquidity event will impact your financial future?
Exit Strategy
There are many transition options to consider.
Do you know which strategy will meet your objectives to exit or fuel growth?
Post Ownership Plan
93% of business owners have no post-ownership life plan and often experience dissatisfaction upon exit.
What is your plan intellectually, socially, physically for this next chapter?
Tax and Estate Plan Review
A comprehensive estate plan will ensure the wealth harvested from the sale of your business will be protected, distributed in a tax efficient manner, and fulfill your wishes.
Is your legacy protected?
