Plan for a successful transition—on your terms

For most owners, exiting their business is a monumental step. Whether the transition involves shifting control of the company to a key employee or a group of employees, gifting it to a family member, or stepping aside as it’s recapitalized by an outside entity, it’s a pivotal moment. Having an exit plan that allows you to transition your business on your terms is crucial to exiting a business successfully. 

Think of an exit plan as guidance to successfully transition your business in a way that aligns with your needs and objectives on a timeline that works for you. Our “Selling a Business Checklist” will help guide you through the high-level discussions and planning you will need to prepare for your eventual business exit.

There are many ways to exit a business: selling to a third party, selling to private equity, selling to your employees, and passing it on to the next generation. We’ll help you choose the right one for your business.

Your private banker will help you bring in the subject matter specialists you’ll need, especially around topics like taxes, contracts, and other thorny legal and financial matters that arise.

We can help you analyze your cash flow, enhance your capital efficiency, create a strategy for inventory, and investigate other price-enhancing steps.