Exit and Succession Planning

Develop an exit/transition plan that is unique to your situation—maximizing the sales value of the business or smoothing the transfer to next generation.

Every Type of Business Transition

• To Investment or Strategic Buyer
• To Key Employee Groups
• To Identified Third-Party Buyer
• Broker or Realtor Listings
• Family Succession

Business Ownership Transfer Assistance

• Comprehensive—from developmental stage of the transfer through the business sale
• Support for buyer/new owner—to get the deal done—includes comprehensive business plan, financial projections and a completed loan package
• Ensure that your business remains operational and growing during the transition

Maximize Sale Price

• Maximize your sales price and possibly avoid high listing fees
• Work with your existing professionals (your attorney, accountant or personal finance advisor) as part of a team approach

NBDC Certified Analysts