Helping you leave a meaningful legacy.

Business Exit Planning

If you’re a business owner, chances are you may have thought about how to retire but may not have actually put a plan together that accounts for the various pitfalls that may occur as a result of selling or transitioning a business.  Working with an experienced Exit Planning team can reduce or eliminate the majority of these challenges.

Not exit planning?

What will it cost you?

Most business owners don’t begin with the end in mind, rather your main focus is growing and running the business, as it should be.

When it comes time to consider retirement or how to transition out of the day to day you may have a general direction with no actual written plan that covers all the bases.

Aligning yourself with a Certified Exit Planning Advisor, or CEPA™ can help provide peace of mind in knowing you have an executable plan in place.

How We help our clients

transition from business ownership to retirement

Do you know what it takes to retire?

Whether you have a succession plan or want to sell to the open marketplace, there is a long list of considerations that will need to be addressed in order to have a successful transition.  How do you plan to fund your retirement?  Will the success of the business after the sale impact how you plan on getting paid if it is not an open market sale?  These types of questions should be at the forefront of your planning arrangements.

Have you considered taxation in your plan?

Perhaps you’ve gone through the valuation process but did not take into consideration your business is considered a highly appreciated asset that will have a capital gain tax as a result of the sale?  Did you know capital gains tax can be reduced or eliminated?  How about the impact of a capital event to your estate?  How are you funding your buy/sell agreement?  Working with a professional to help guide you through a process that is likely new to you will not only create a smooth transition, it will ensure you leave no stone unturned on your way to getting the most out of your transition.

As with our philosophy in all our other deliverables, we help you create structures by which you pay as little in tax as legally, morally and ethically possible and keep as much control of your wealth working for you to accomplish the goals and objectives that are unique and important to you and your family.

“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes.”

Judge Learned Hand, US Supreme Court Judge

maximizing exit revenue

starts with a plan

As a CEPA™, Robert Green has helped several different types of businesses through successful transition processes from family-owned and operated Wineries passing generational management and eventual ownership to employee purchase successions and outright purchases. 

These types of plans take a broad knowledge base to be able to help navigate and coordinate with a team of professional advisors and will encompass more than just the transition of the business.

One of the most common examples of unforeseen results is the unintentional creation of massive tax implications as a result of the transition of a business even if it’s something as seemingly simple as going from one generation to the next.  If proper planning is not incorporated into the transition, you could not only increase the amount of taxation exposure to your personal estate but also overburden your heirs with additional liabilities and unforeseen responsibilities that may not have been the intended result. 

Working with a Certified Exit Planning Advisor™ will help identify blind spots you might have and will help you gain control over your unique transition needs.  At Robert Green & Company, we have more than just the CEPA™ designation.  We have the experience and reputation to successfully guide you through the process.  Robert had this experience level prior to obtaining the credential, which simply added to his arsenal of options.


Get your exit strategy assessed

This first step brings clarity to your goals and objectives.


Exit Plan

Next your CEPA™ will put together a comprehensive exit plan that is aligned with your goals and objectives.


Successful Retirement

Prepare to enjoy a worry-free retirement.

Schedule Your exit strategy Analysis call Today!

Click on the button below to learn how much more you could expect to earn by having a well thought out plan and working with one of our advisors.