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Exit Strategy Planning

In the forefront of the owner’s mind, as the time nears for a privately held business to change ownership, is the ability to maximize the exit value of the business. To accomplish this, it is vital that the business is groomed for a successful sale and that careful personal planning is conducted, ensuring that both the owner and his family can continue to live in comfort and security.

Each situation is unique, resulting in correspondingly different tax, investment, and lifestyle requirements. Through our partner alliances, the Associate Equity Group provides premium quality services to meet distinctive exit planning needs. In addition to handling business sale details, our transition management team will assist the business owner with business sale preparation to enable the business to generate maximum value in the sale.

Working as partners in winding our way through the exit planning labyrinth, the Associate Equity Group team assists business owners in formulating an appropriate exit strategy, including areas of:

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  • Value Drivers
  • Sales Price Optimization
  • Business Planning and Development
  • Timing of the Sale
  • Financial Requirements
  • Asset Diversification
  • Tax Planning
  • Wealth Management
  • Estate Planning
  • Liability Issues

The seasoned professional team at the Associate Equity Group provides high quality, comprehensive exit planning services resulting in a successful transition for you and your family. Our goal is to ensure that you exit your business with maximum cash in hand and a plan to meet future lifestyle needs.

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