A good exit strategy doesn’t happen by accident. It happens when every part of your financial life is working together.
We help you plan what happens next—so the transition supports your goals and your overall financial well-being.
Whether you’re passing the business to family, transitioning to a management team, or selling to a third party, we guide you through the key decisions:
- structuring the purchase and sale
- reviewing shareholder agreements
- confirming eligibility for the Lifetime Capital Gains Exemption
- minimizing tax
Selling The Business Is The Middle Of The Story
Most owners think selling the business is the finish line.
It’s not. It’s halftime.
That’s why your private business sale needs to be designed inside your full financial life—not bolted on at the end. We work through tax exposure, asset transitions, income replacement, investment strategy, and family impact at the same time.
Built For High-Stakes Decisions
Whether your exit strategy involves outside buyers, internal leadership, or family transitions, we focus on what actually matters:
- What you keep
- What you control
- What comes next
And we make it understandable the entire way through.
Plan Your Exit Conversation
Book a free consultation and we’ll outline the key decisions, timelines, and next steps.