Business Succession Planning With A Practical Exit Strategy

Exit Planning Strategy

Exit Planning Strategy That Reduces Friction

We map options to sell, transfer to family, or wind down, then design steps that include timelines, tax planning, and legal coordination. Owners in Detroit, Ann Arbor, and Los Angeles often want clarity on how proceeds will translate into predictable income. We build that bridge before the transaction so your post-sale plan feels settled.

Succession Planning Steps That Keep Deals Moving

Identify successors or buyers, document roles, and finalize buy-sell agreements with counsel. Funding is critical, which is why many owners use life insurance planning and disability insurance planning to create liquidity at the moment it is needed. We help size policies, align ownership, and coordinate with lenders or trusts when the structure calls for it.

Coordinating Personal Retirement With The Exit

Sale proceeds should convert into steady paychecks that last. We connect the dots between net proceeds, taxes, and retirement longevity planning so your household budget is covered and survivor needs are addressed. If you plan to split time between Michigan and Florida or move from California to Nevada, we adjust the plan for residency and tax changes.

Our Network Advantage For Complex Transitions

Owners benefit from a coordinated team that includes a trust attorney, pension plan expert, and tax partner. Together we align documents, benefits, and tax posture so your exit delivers both business continuity and personal financial confidence.