Transition Planning & Advisory Services

Transitioning out of your business is all about setting and reaching goals. It can be a complicated process and there are many important components to consider:

When should I start and where do I begin?
How much is my business worth?
How do I minimize the tax consequences?
How do I set up my family for success?
Will a transition align with my trust and estate planning goals?
Can I support my lifestyle afterwards?

Whether it’s a sale to a 3rd party or structuring a deal within the family, Porte Brown has a long track record of working with privately held businesses on a successful ownership transition.

Due Diligence

Transitioning out of your business is all about setting and reaching goals. It can be a complicated process and there are many important components to consider:

When should I start and where do I begin?
How much is my business worth?
How do I minimize the tax consequences?
How do I set up my family for success?
Will a transition align with my trust and estate planning goals?
Can I support my lifestyle afterwards?

Whether it’s a sale to a 3rd party or structuring a deal within the family, Porte Brown has a long track record of working with privately held businesses on a successful ownership transition.

Services include:

Succession Planning Strategies
Valuation Advisory Services
Business Value Building
Mergers & Acquisition Support
Gift & Estate Planning
Transfer Strategies

Buy/Sell Agreements
Value Driver Analysis
Asset Gap Identification
Contingency Planning
Tax Planning & Compliance

Cash Flow Analysis
Due Diligence
Acquisition Assistance
Business Continuity Planning
Financial Planning

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.

Will you be ready?

Take the Transition Readiness Assessment!

Click to Begin the Free Readiness Assessment

Using the Assessment Tool:

The sole purpose of the Readiness Assessment is to help you better understand what you know and do not know about the transition process.

Your results may show that you’re prepared, but if you’re like most Business Owners, they will more likely indicate that you have some work to do.

Results that reveal a preparedness gap should not be viewed as negative. To the contrary, they represent an opportunity to clearly understand just how prepared you are and take action to dramatically improve your position.

Make a Successful Exit in a Challenging Marketplace

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.

Click Here to VIEW the Exit Smart e-Book

3 Elements of a Successful Exit

A Road Map - Exit Planning is a process that helps owners decide where they want to go as well as how to get there.
Experienced Guides - Owners must assemble a team of trained and experienced advisors to guide them through the many choices and decisions they face as they work toward their exit goals.
Implementation - Success depends upon a disciplined implementation timetable keyed to an owner's Exit Plan strategy.

Without experienced advisors, an Exit Plan and an implementation timetable, the chances for a successful exit are very slim. Nearly 50% of successful business owners hope to exit their companies within the next five years. 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:

If you have questions about the services we offer or would like to request a proposal, please submit the form below. Someone from the Porte Brown team will be in contact with you as soon as possible. You can also call us directly at 847-956-1040.

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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Transition Planning & Advisory Services

Business Valuations

Tax Strategy