Exit Planning
An Exit Strategy Designed for You and Your Business
As an entrepreneur, you have built your business into something profitable that you can be proud of. When it is time to step back and dissolve the company or transfer the business to a new owner, an exit planning strategy is vital. A good strategy keeps the day-to-day operations flowing seamlessly even as the complex process of transferring ownership happens behind the scenes.
Choose an Exit Strategy Designed for Your Business
As you prepare to hand your business on to the next owners or investors, it is important that you get the maximum value for what you built. At Stratos Wealth Partners, we create a customized plan that can work for your brand, business and products, by using the following elements:
- Timeline: We help design a timeline that matches the market aimed at helping you receive top dollar.
- Objectives: We analyze your goals, determine how best to pursue them and include those objectives in your exit strategy.
- Intentions: We discuss what the plans are for the business and offer the tools to efficiently work toward them.
- Market Conditions: We pay close attention to supply and demand throughout the world to help you make the appropriate, beneficial changes in ideal conditions.
Speak to a Professional Today
When you choose Stratos Wealth Partners, you gain access to a professional who is a Certified Exit Planning Advisor, someone to create an exit strategy designed to help with your wants and needs. Contact us today to learn more.
Exit Planning FAQs:
How Much Is My Business Worth?
Business owners often ask, "How much could I realistically sell my company for?" The value of a business depends on factors such as revenue, profitability, growth, industry trends, management structure, and market conditions. Understanding what drives valuation can help owners identify opportunities to increase the value of their business before a sale. We strive to help business owners evaluate their financial readiness and maximize the value of their business for a successful exit.
How Much Will I Pay in Taxes When I Sell My Business?
One of the most important questions business owners ask is, "How much will I keep after taxes?" The answer depends on factors such as deal structure, capital gains taxes, state taxes, transaction costs, earn-outs, and other considerations. Proper tax planning before a sale can help reduce taxes and potentially increase the amount of proceeds you keep after closing.
Can I Retire After Selling My Business?
For many owners, the ultimate question is, "Will I have enough money to retire comfortably after selling my business?" A comprehensive financial plan can help determine whether the net proceeds from a sale are sufficient to support your desired lifestyle, retirement income needs, charitable goals, family objectives, and long-term legacy plans.
What Should I Do With the Money After Selling My Business?
After a business sale, owners often transition from having most of their wealth tied to a single company to managing a significant amount of liquid assets. A thoughtful strategy can help address investment management, tax efficiency, income planning, risk management, estate planning, and wealth preservation. We help business owners create a personalized plan to manage and preserve their wealth after a liquidity event.