Business Exit Strategy
Client Goals: Prepare the business for an eventual sale or ownership transition while maximizing value.
Case Summary: A business owner in their late 50s wanted to begin planning for an eventual transition — either a sale to a third party or transfer to a key employee. We mapped out a multi-year exit strategy: restructuring the business to be more attractive to buyers, updating the operating agreement, and coordinating with their estate plan so the business interest would transfer efficiently. When a buyer emerged two years later, the business was ready to sell.
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