Exit Planning Advisor Services

Select any of the services below to find advisors having the expertise you need to consult with you on your business exit plan

Exit Planning Advisors can help with:

What’s Your Business Worth?

Auction the equipment

Business valuation and exit plan consulting

Determine the intangible value

Determine the replacement cost of the business

Determine value of trademark

Find a business to buy based on specific criteria

Find a divorce appraiser

Liquidate Excess Equipment

Recasting of financial statements

Preparing for Sale

Buy/sell agreements

Buyer Research

Coach younger staff to leadership roles

Consider tax implications and strategies to reduce taxes

Develop business processes

Family business transition matters

Gift company stock to charity

Gift company stock to family member

Gift company stock to key employee(s)

Prepare legal documentation for a business sale or purchase

Prepares the owner and business for sale

Putting the Business on the Market

Anonymously approach a buyer

Anonymously approach a seller

Post business opportunity for sale websites

Processes leads and sends appropriate correspondence per client

Putting the deal together

Buyer or seller negotiations

Establish an Allocation of Purchase Price

Help Qualify Buyers

Capital

Financing packages

Find bridge loans

Find conventional lending

Find facilities with excess capacity

Find mezzanine debt

Find nontraditional capital

Find SBA Lending

From Offer to Closing

Assess regulatory risk

Business Liability Insurance

Buyer business incorporation

Conduct background search on employees

Conduct due diligence on employees

Conduct due diligence on operations

Conduct due diligence on sales and marketing

Conduct due diligence on technology

Financial Due Diligence

Forecasting

Insure former seller during the transition

Inventory analysis

Inventory counting service

Legal due diligence

Negotiates on behalf of seller/consult seller on active LOI’s

Quality of earnings reports

Reps and warranties insurance

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Working capital analysis

Write a lease

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