A business exit plan that follows through

While business owners create their own opportunities, they also face distinct risks compared to other investors. Among those opportunities, few are more complex than exiting a business. In this situation – often the culmination of a life’s work – every detail matters, from how its sold, how its positioned on the market, and then how the proceeds are used to create lasting financial well-being and forward opportunities.

Our intensive exit planning guidance, and our connection with Raymond James Investment Banking, helps business traverse this milestone moment with confidence, so you can take one bold step and follow it with another.

Exit planning stages

Pre-planning

When you start to consider your business exit, it’s important to analyze your options and prepare for the significant planning challenge of a major “liquidity event” – the sale.

• Identify opportunities to enhance business value
• Perform strategic evaluation of potential buyers
• Analyze risks and benefits of various exit strategies
• Construct a comprehensive financial plan and tax mitigation strategies for the proceeds

Liquidity event

All of your prior work leads to this moment, the sale. In this stage, you assemble the right team to provide market insight and to seek the deal right for you.

• Assess options for investment banking partners to lead the transaction
• Select an investment banking partner to market your offering
• Execute the deal

Post-event

To mitigate the erosive power of taxes, it’s important to have a plan for the proceeds of a sale that covers trusts, investments and charitable giving.

• Implement your post-liquidity event financial plan
• Fund your investment and cash-flow goals
• Execute wealth transfer, trust and tax-smart strategies
• Set new goals