Exit Planning

Go out on your terms and pass the torch successfully for yourself, your company, and its new leaders. It’s time to cement your legacy.

Helping you make

that Graceful Exit

In many ways, your business has been a major part of your life. And its success has also been tied to all the work you’ve put into it. So before it comes time for you to leave the business due to retirement, selling, or succession, you need to ensure both you and your company are situated well before you take your final bow.

At Icon Business Advisors, we know this is a momentous season for you. That’s why we come alongside to help you cultivate and execute a sound exit planning strategy for every step of your transition, from aligning your personal financial stability in the initial stage to developing post-exit goals, preserving your company’s values, and more. Sure, change can be intimidating (and exciting!). But with us in your corner, you can have peace of mind, a secure financial future, and most importantly, an intact legacy.

Our Exit Planning Services Include

 

  • Comprehensive business analysis and valuation
  • Personal financial analysis
  • Tailored exit planning strategy
  • Succession planning
  • Buyer matching
  • External sale preparation and facilitation
  • Contingency planning
WHAT YOU CAN EXPECT

1. Initial Consultation and Goal Planning

We take time to understand your desires and goals for exiting your business.

2. Personal and Company Financial Evaluation

We take an accurate accounting of both your personal and company finances.

3. Company Valuation and Transition Strategy Development

After determining your company’s value, together we identify the best exit strategy for you.

4. Business Value Optimization

We make recommendations to enhance your business’s attractiveness prior to your exit.

5. Exit Plan Execution

Whether it’s a merger, acquisition, or succession, we oversee the ownership transition.

Ready to Finish Well? We Can Help

Schedule a Discovery Call