Exit Planning & Business Transition

Introduction to ExitSmarts™

ExitSmarts is… innovative/approachable/sensible Main Street Exit Planning for the 94% of business owners who neither want nor need the complexity of large-business exit planning.

An Introduction to The ExitMap® Assessment - The First Step to Understanding the Complexities of Preparing a Company for Transition

The ExitMap® is your first step in planning for what is probably the most important financial event of your lifetime… the sale of your business. The Assessment is a great place to start whether you plan to sell the business on the open market, have your employees buy it or pass it on to family.

This quick video introduction provides business owners with a simple overview of the ExitMap® reports and the planning process:

Are You Ready to Make a Successful Exit?

If you are considering transitioning out of your business, whether for growth or eventual retirement, Porte Brown can help you achieve your long-term goals. We have a CEPA (Certified Exit Planning Advisor) that leads our experienced team in complex partnerships, including those involving family relationships. 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 and Business Transition services include advising clients on mergers and acquisitions, conducting due diligence and developing and executing estate, trust, and exit planning strategies. The transition planning process can include several components, from identifying your personal, business and financial goals to optimizing tax strategies and developing a plan of action to ensure that your business is transferred according to your terms. 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’ 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 business Exit Plan.