Our Process

There are many resource tools available to help individuals get into business, but few that help them get out. Planning the exit from your business can be overwhelming when considering the broad range of issues and advisors you will need to be working with.

The Exit Planning Process is a customized comprehensive approach to designing and implementing a business owner’s successful exit from his business. Using “The Seven Step Exit Planning Process ^tm”, developed by the Business Enterprise Institute, and refined over twenty five years, Exit Planning Partners uses the owner’s unique personal objectives to convert his or her current reality into desired outcome. The Exit Planning Process helps maximize the financial return, minimize tax liability, plan for contingencies and increase the likelihood of a successful transfer of the business.