Exit Planning

Process of organizing and preparing an owner and his/her business for their departure from the business

Exit Planning is exactly what you might think it is.

It is process of organizing and preparing an owner and his/her business for their departure from the business. It is a multi-faceted project which involves your trusted advisors such as your attorney, CPA, investment advisor, family members, and sometimes key employees. Your exit plan might also involve other professionals as each unique situation might require.

Exit planning is typically a long-term project which takes several years to fully implement. The goal is to provide an effective roadmap to your departure from the business while achieving all person and business goals as you might define.

ABI acts as the project manager overseeing the writing and implementation of your exit plan.

ABI will work with you to navigate the many considerations of your exit and your retirement as necessary. Typically, one of the major responsibilities is to assure you achieve the financial goals of your retirement such as income, philanthropy, and distribution to heirs.

For a simple triangulation calculation based on your current understanding of your assets and preliminary goals at retirements please click here.