Business Exit Planning

Sale to a Third Party
As a business owner who has chosen to sell his ownership interest to a third party, you have a long and sometimes stressful road ahead of you.  Many business owners who decide to sell to a third party have no idea what to expect. Our responsibility is to help you through the process of planning the transaction, preparing your company for the sale and other steps to maximize the value you derive from the transaction while minimizing the obstacles and disappointments. Here we analyze both the customary and the unique factors which impact your sale, and make recommendations we believe will advance you toward your objectives in an efficient and effective manner.
Transfer to Children or Key Executives
A significant number of owners like you across the country have an interest in transferring some or all of their ownership interests in their businesses to “insiders” (co-owners, employees or children), but don’t know how to accomplish this goal. They assume that their preferred successor has no money with which to buy into the business, and they are usually right. They might also be interested in transferring ownership to insiders, and we will discuss the tools and techniques that are available to attain the desired result.  We analyze the objectives we have identified in light of the facts about your business and customize our recommendations to fit your particular circumstances.

To learn more about the Business Exit Planning, contact Melissa Hrubos  by email or at 512-402-0250.

Our solutions include:
The Erben Associates Planning Process
Business Exit Planning
Maximizing and Protecting Business Value
Business Continuity
Post-Exit Financial and Retirement
Personal Wealth and Estate Planning

More Information:
Exit Routes White Paper (PDF) – register to access.
Employee Incentive Planning White Paper (PDF) – register to access.
Subscribe to our eNewsletter for business owners, The Exit Planning Review™