Business Exit Planning

When It’s Time to Step Away From Your Business, Our Experts Are Here to Help

Every business owner takes time to cultivate, nourish and grow their business. For many, their business is essentially an extension of their family. For that reason, it can be an extremely difficult financial and emotional decision when it’s time to leave.

At Trust Point, our Business Advisory Services can help you determine when you’re ready, financially, to step down as a business owner. We can create a plan that gives you control over the when and the how of transitioning your business. We help our clients structure their business sale in a way that is beneficial to both the owner and successor.

Business Advisory Services

With each stage of growth comes a unique set of next steps. If your next step is to step down, we can help you with the following:

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

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

A Team Approach

To sell your business, you need to assemble a team. Ideally, your business sale includes a business advisor, a Certified Personal Accountant, a business broker, an appraiser and an estate attorney.

Perhaps most important on an individual basis is a financial professional who has the expertise to help you evaluate the moving parts of your sale and ensure that the numbers meet your personal financial goals. A financial professional can determine the best way for the proceeds to come to you and they can help with cash flow planning to fund your lifestyle and tax requirements.

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Client Confidence

With over 110 years of experience in guiding individuals, families and businesses, we can help you grow, exit from, or transfer your business. By leveraging the expertise of our financial professionals, as well as coordinating with outside services on your behalf, we can work together to achieve the best outcomes for you.