Customized exit planning for founders, business owners, and executives
There are many definitions of a successful exit. Our primary purpose is to help you find yours. Often an exit is the most significant financial windfall of your life, and we take a bespoke approach to exit planning. We partner to learn about your ideal financial outcome and create a plan to reflect your goals. The ultimate objective is to set forth a plan that lasts well beyond the sale of your business. We have an experienced team that understands the complexities and challenges of developing an exit plan. Two of our partners, Steve and Jeff Sheresky, began their careers as entrepreneurs. They founded a cosmetics business and successfully exited before entering the wealth management field in 1982. Serving the entrepreneurial community has been our focus ever since.
Here are a few of the most common questions we receive:
- How do I implement a tax considerate strategy for my liquidity event?
- How do I develop a comprehensive plan for post-exit?
- How do I gain access to investment banking firms?
- If I am not quite ready to exit, can you help facilitate introductions for a capital raise?
We welcome the opportunity to answer these questions as well as any others. Contact us today to learn more.