Exit Planning

You worked hard to build your business.

Our Exit Planning Solutions help you protect the results.

A long-term exit strategy is a key component of any well-rounded business plan. Yet many business owners get so focused on working in the business that they neglect to plan for how they will strategically get out of the business – protecting both their assets and legacy.

At SF Bay CFO we work with you to develop long term exit strategies and succession plans that fit your personal goals and circumstances. Our comprehensive 6-Step Exit Planning Process will ensure that you understand the options available, make informed decisions and put a plan in place for a successful transition.

Our 6-Step Process results in a customized Exit Planning Solution that reflects your unique goals adesires.

  1. Establish your Exit goals
  2. Measure Exit readiness
  3. Identify your Exiting Owner type
  4. Present Exit options / assist with decision
  5. Provide insight on business value relative to Exit option
  6. Execute Exit Plan to achieve goals and protect illiquid business wealth

We have extensive experience in helping business owners safely and securely exit their businesses.

Additionally, we have access to:

  • Ongoing Exit Strategy education and training
  • Updated planning tools and current industry resources
  • Transactional service providers such as M&A advisors, ESOP providers, business valuation professionals, tax experts and more

Let’s make your exit remarkable

Members of SF Bay CFO are independent consultants who are committed to maintaining the highest level of service, integrity and ethical standards.