Business Exit Planning

Planning Your Exit is Just as Important as Building Your Business

You’ve spent years building a successful business—now it’s time to ensure your exit is just as intentional. For many, a business becomes more than a company—it’s an extension of your identity and family. That’s why stepping away is both an emotional and complex financial decision.

At Trust Point, we help simplify your transition and secure what matters most—your goals, your legacy, and your future.

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Business Advisory Services

Each stage brings new decisions. When it’s time to step away, we help you navigate with clarity and confidence—simplifying your transition and securing what matters most through:

Investment options for liquidity events
Business valuations
Tax strategy
401(k) plans
Exit strategy
Business succession planning

Two Business Professionals Planning with Laptop Smiling

Certified Exit Planning Specialists

We have two on-site experts certified in exit planning – Jon Marquet, JD, CEPA® and Randy Van Rooyen, CFA®, CEPA® – who are ready to help business owners plan for a successful transition out of their business. They can help you evaluate the current value and state of your company, identify opportunities to maximize it’s value before the sale, and implement tax strategies to minimize tax liabilities associated with your business transition. When you’re ready to plan for a transition, our team is at the ready.

Jon Marquet and Randy Van Rooyen Certified Exit Planning

Trust Point team Business Exit Planning Professionals

A Team Approach

To sell your business, you need the right team—business advisors, CPAs, brokers, appraisers, and estate attorneys. At the center is a fiduciary partner who can coordinate it all.

At Trust Point, we serve as your financial quarterback, aligning the moving parts of your sale with your financial goals. We help structure your exit to support your lifestyle, meet tax needs, and preserve your legacy. Whether you’re selling, transitioning, or restructuring, we simplify the process and guide you every step of the way.

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Managing Complex Wealth

We know that managing wealth with all the other demands of your everyday life can already be complex, but combing that with selling a business can make it even more so. Trust Point’s Family Office team looks at your full financial picture and helps simplify it so you can make decisions that align with your family’s goals and vision. Whether you’re simply planning for tomorrow or preparing to set up a family foundation or sell a business, we have the experience to help you along your journey.

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News & Insights

Understanding Fiduciaries: Why the Right Choice Matters

When it comes to to choosing a financial professional to help guide your future investment decisions, the word fiduciary gets used a...

The Business Owner’s Exit Playbook

Building a business is hard work. It takes years of effort, commitment, planning, and execution to succeed — and hopefully, you take...

5 Year-End Tax Moves for a Stronger 2026

Securing Your Future

With over 110 years of experience guiding individuals, families, and business owners, we help you grow your business—and exit with intention. Our financial professionals serve as your quarterback, coordinating with outside advisors to simplify your transition and secure the best possible outcome for you, your family, and your future.