Exit Strategy

Your Life
After Business

Ultimately, every privately held business will be transferred. The ownership will change by selling, liquidation, bankruptcy, going public, transferring to a relative, donating to charity or merging with another company. Each of these transfers has different tax, family and lifestyle consequences for the owner. You need a Business Exit Strategy to ensure the best possible outcome.

grandfather and a grandson running in a park

Your Exit Planning

The NextStep

The process will flow through five primary phases viz. the Business Valuation and Marketability study, and a Wealth Management plan development which will help you decide what your lifestyle demands will required. On the business side, you need to develop your exit plan and then see what Positioning Strategies are needed to enhance the value of the business to secure the Life after Business you desire.

To help you through this process CFA created the NextStep program. It provides systematic exit planning guidance for business owners. Monetizing business wealth and extracting yourself from your company is a complex process that requires careful strategic planning and flawless execution. If you want to get it right the first time, contact us to discuss your options.


We are now in the Boomer Retirement Era when millions of businesses will be for sale over the next 15 years. Only the best companies will find a buyer at the right price - make sure you do not repeat the mistakes some business owners have made such as working with a single buyer, being unrepresented, under represented, or having an unplanned sale forced upon you.


In planning your exit strategy, you will have to look at many areas of the business and your personal life as it concerns:

  • Estate planning
  • Liability Issues
  • Retirement plans
  • Management capabilities
  • Tax planning
  • Financial requirements

CFA will coordinate your professional team with the necessary knowledge, skills and experience in all applicable disciplines including mergers and acquisitions, corporate law, taxation and financial planning / wealth management.

a person's hand on a laptop

Wealth Extraction:
Executing the Optimal Business Exit Strategy