Business exit planning is a multi-year process that helps business owners prepare for a future ownership transition, such as a sale, transfer, or wind-down, based on their individual goals and circumstances. The Exit Planning Institute’s five-pillar framework covers personal readiness, financial readiness, business value drivers, transferability, and post exit purpose. Because value-building and transferability take time, the best results come from starting seven to 10 years before your intended exit. EPI research shows roughly three-quarters of businesses will transition by 2033, so planning early can give you leverage and options.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
