01. Define the transition
Clarify your preferred timing, potential successors, income needs and what you want the business to look like after you step back.
Plan for what comes after ownership.
Business Succession & Exit Planning
A successful transition involves more than a purchase price. Your timing, after-tax proceeds, family priorities, business continuity and retirement needs should be considered together.
Who this helps
Owners considering a future sale, family transfer, partner buyout or a gradual move away from daily management.
02. Review value and tax exposure
Coordinate valuation work and examine deal structure, basis, payment timing and potentially applicable exclusions or deferral before a transaction is committed.
03. Prepare the implementation team
Bring together your tax preparer, attorney, valuation professional and other appropriate specialists. Document responsibilities and unresolved issues.
Common questions
Can selling a business be tax-free?
Some narrowly defined exclusions may apply to qualifying stock, while other approaches defer rather than eliminate tax. Most exits need a detailed review of entity type, ownership history, basis and deal terms.
How early should I start?
Start before negotiating or signing a binding agreement. Some options depend on ownership history or actions taken well before a sale.
Start with the decision in front of you.
Tell us what is changing and what you want to accomplish. We will help define the right next step.