Exit Strategy Solutions

Preparing your business to reach maximum value in the longer term.

Having successfully grown your business, it is imperative for you as the business owner to begin to focus on what you want from the business longer term and create a plan that allows you to unlock and benefit from its true value.

Direction

Establishing a clear path and supporting you and your team through implementation.

Progress

Continued guidance and support to ensure your success.

Understanding

Learning and understanding your unique business, leadership role and current structures.

Goals

Listening and understanding your hopes for the future of your business, your family and yourself.

Action Plan

Evaluating your options and assets to develop your best approach to realize your dreams.

Our Process

American Tax & Business Planning can help you understand the key factors in preparing your business to maximize value. Planning ahead is key, so even if you have just started considering your options and have a longer term exit timescale we can work with you on your growth plans to ensure they fit with your ultimate exit strategy and balance getting your exit planning right, without taking your eye off core operations and growth.

Exploration and Options Appraisal

Determining the right type of exit for your business and personal circumstances.

Designing Your
Exit Route

Creating a roadmap that ensures a successful transition.

Building Value

Protecting and building the wealth of your organization and exit package.

Take Assessment

How Well Have You Prepared for Your Future? Take our Free Online Assessment Today.

The flood of Baby Boomer business owners planning to retire in the next ten years will create a buyer’s market for small companies. It will directly and adversely affect valuations for anyone who is unprepared.

Retiring Boomers outnumber those reaching 45 years old (the prime business buying age) by 4,000 people a day. Corporate America is well aware of this trend, and has stepped up efforts to attract and retain younger workers. In addition, members of Generation X and the Millennials are less interested in owning businesses that require a Baby Boomer’s work ethic.

There are a number of ways to divest a business. Companies can be transferred to family members or employees, or sold to a third party. Any strategy has a greater chance of success, however, with some advance preparation and understanding where you want to go will influence how you run your company from now on.

We offer a free online Assessment to help you determine your readiness for an orderly and lucrative transition. It only takes 15 minutes, and you will receive a 12-page report describing key operational areas that you may want to reevaluate. Click the "Exit Map" icon below for your free guidance report.