Business Exit Consulting

We help business owners prepare for and maximize the value of a business sale, from selecting the right service providers and structuring tax-efficient deal terms to optimizing post-sale cash flow to support their long-term goals.

PLAN EARLY

Effective Sale Preparation Starts Years Before the Transaction

Reduce key-person risk so the business can operate independently

Address estate planning before the LOI — strategies like IDGTs and GRATs are most effective well before a deal is in motion

Clean financials and the right entity structure to maximize value

HOW WE HELP YOU SELL

The Right Advisor, the Right Structure, and a Focus on What You Keep


Process Evaluation:
Determine whether and when a competitive sale process makes sense for your situation

Banker Selection:
Identify, interview, and engage the right M&A advisor for your industry and deal size, including negotiating their engagement terms

Deal Structure and Tax:
QSBS eligibility, asset or stock sale, cash/equity mix, installment timing, PTE elections, personal goodwill — structure drives the tax outcome

Earn-Out Review:
Review earn-out terms, targets, and the operating controls that affect whether you can achieve them

Personal Tax Planning:
Income deferral through retirement plans, donor-advised funds, direct indexing, and charitable trusts

Estate Planning:
Transfer appreciating assets before the valuation is established, using trusts and gifting strategies where appropriate

Post-Sale Finances:
Plan for the transition from ownership income to post-sale compensation and investment returns, and manage cash flow across taxes, investments, and liquidity

Team Coordination:
We work with your attorney and accountant, and can help you find the right ones if needed

Ownership Alignment:
Resolve ownership questions before diligence does, from partner and family expectations to informal equity arrangements and gaps in the cap table

WHAT SETS US APART

We work only for you, alongside your existing advisors, whose focus may be on other aspects of the transaction

We coordinate your deal team and your personal advisory team so the tax, legal, and financial planning decisions work together

We map the deal terms to your real after-tax proceeds before you sign

We help connect the sale to your long-term income, giving, and legacy goals

ENGAGEMENT TYPES

Sale preparation and planning

Evaluating an unsolicited offer

M&A advisor selection and management

Post-deal cash flow projections: net proceeds, post-sale compensation, and ongoing expenses

Ongoing advisory through closing and beyond