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Exit Planning

Are You Ready to Make a Successful Exit?

Compass on top of a mapGood Exit Planning requires a coordinated effort from a number of experienced advisors, and Porte Brown’s are among the best. Our Exit Planning Advisors are part of an inter-disciplinary team, who specialize in all areas of exit planning, which includes everything from succession planning strategies to business valuations for mergers and acquisitions to gift & estate planning, and everything in between!

Porte Brown’s team of advisors take a personalized approach for each of our clients. This ensures that your plan is specific to your business’s unique circumstances and is tied to your exact goals, objectives, and concerns. Only after listening to your answers do we begin to create your unique Exit Plan.

How We Work

To help you create your Business Owner Road Map, we coordinate with you and implement your Plan based on your timetable. As members of the BEI Network of Exit Planning Advisors™ we know how to guide you to your successful exit. Using a systematic Exit Planning process developed over the last 25 years, you decide:

  • When you wish to leave your business
  • What amount of cash you need when you exit
  • To whom you want to transfer the business

Our Exit Planning system is a process, not a product. We aren’t vested in promoting a particular goal. Instead, we work to identify and to accomplish your goals. Our system works because it is a customizable process that takes you to the successful exit you desire with fees based on the design, creation, and implementation of your Business Owner Road Map.

Exit in Style

Businessman looking off into the distance.If you have thought about transitioning out of your business but aren’t sure how to begin, you are in good company. Nearly 50% of successful business owners hope to exit their companies within the next five years. Unless those owners are familiar with The Seven Step Exit Planning Process™, it is doubtful that they will exit in style.

In fact, the SBA observes that “At any given time, 40% of U.S. businesses are facing the transfer of ownership issue” and “the primary cause for failure... is lack of planning.”

Next step:

Owner Planning Checklist

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Do I Need a Business Valuation?

• Purchase of a Business

• Benchmarking

• Value Driver Analysis

• Loan Procurement

• Buy-Sell Agreements

• Gift & Estate Tax Filings

• Selling a Business

Following the valuation process, our team can help identify what factors may be holding your business back and then provide several options you can take to get your business to its next level.

We Help You Get to Your Next Level

Get in touch today and find out how we can help you meet your objectives.


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