Exit Planning

Exit planning is a critical process for business owners looking to transition out of their business smoothly and successfully. At Encompass Financial, we specialize in guiding business owners through every phase of exit planning. Our expert advisors help you develop a comprehensive plan that addresses business valuation, succession planning, tax strategies, and retirement needs, ensuring a seamless transition while protecting your legacy.

Succession Planning

Identifying and preparing internal or external successors to take over the business while ensuring a smooth transition.

Valuation Analysis

Professional assessment of the business’s value to determine a fair sale price or transfer value.

Exit Strategy Development

Crafting a personalized exit plan, whether through sale, transfer to family, or employee buyouts.

Tax-Efficient Exit Planning

Strategies to minimize capital gains, estate, and income taxes during the exit process.

Buy Sell Agreements

Creation and structuring of agreements to manage ownership transitions in case of retirement, disability, or death.

Owner Transition Support

Assistance in shifting from active business management to a more passive or advisory role before complete exit.

Maximizing Business Value

Recommendations to enhance business operations, financials, and market positioning for a higher sale value.

Liquidity Planning

Ensuring adequate liquidity post-exit to meet personal financial needs and goals.

Wealth Transfer to Heirs

Coordinating the transfer of business wealth with estate and legacy planning to provide for heirs or charitable causes.

Mergers and Acquisitions Advisory

Guidance on selling the business through mergers, acquisitions, or strategic partnerships.