Your Guide to What's Next


Exit Options

There are nine basic ways to exit the ownership of a privately held business - and, there are advantages and pitfalls to each. Often, a third party sale is the best option, but there are others. It is wise to understand them all before deciding upon the best for your particular circumstance.

Often, the third party sale is the best option. There are many issues and strategies involved in preparing for, managing and maximizing the business sale process. Proper planning for the sale of your business will increase marketability and valuation.

If you are considering exiting your business, and wish to explore your options, or, you want to understand the sale process, please review our "Owner's Exit Manual".

"Click here" to request a free copy.

Succession Planning

Within the next 20 years, 90 million Americans will be retiring and demographics suggest that there will be a 10 trillion dollar transfer of wealth in the next 10 - 15 years. The majority of this wealth is held as stock in privately owned businesses; over 70% of these businesses are expected to change hands.

Succession planning will be essential to the continued life of these businesses. For the owners, realizing the greatest return on their life's work is a well-designed plan. Our team provides guidance to help:

  • Control how the owner exits the business
  • Maximize company value in good times and bad
  • Minimize, defer, or eliminate the tax burden incurred by the ownership transfer
  • Retain control by generating a number of strategic exit options
  • Reduce the stress on the owner, their employees and families
  • Ensure that the owner achieves his or her business and personal goals
  • Ensure continuity of the business.

Securing Financing

Failure to properly plan can lead to a host of problems, including: negative tax implications, limited options, increased stress, breached confidentiality, and decreased value.

If you are thinking about succession planning or exiting a business, please contact us to learn about our confidential, comprehensive list of services. Please Click Here to fill out a short form, or call 757-745-9229.

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Securities transactions are conducted through Reliance Worldwide Investments, LLC ("RWI"), a member of FINRA and SIPC. RWI assumes no responsibility, or liability, for the contents of this website or any linked site(s); nor should it be presumed to be RWI's view or an implied endorsement. Check the background of this Broker-Dealer and its registered investment professionals on FINRA's BrokerCheck.