Many advisors offer some flavor of Exit Planning for business owners mostly in the form of planning not doing the plan. Unlike most firms through our relationship with Charlotte Consultant Services (CCS) we not only can help plan the Exit, but also help implement it. What good is an Exit Plan unless you can accurately access the value of the business and then create a plan not only to Exit, but also achieve what the owner wants most: maximize the value of the business after the Exit so that they can achieve whatever goals they intend with the proceeds. With BCA & CCS at your side valuation is the core deliverable when discussing Exit Planning with owners.
For more insights see our website and disclosures found there at Brecken Capital Advisors (BCA).