Get the Exit Planning Playbook

Strategies to Optimize the Sale of a business and the Funding Retirement

The difference between a good and great retirement hinges on proper planning. For most business owners, company value and a divestiture is a sizable cash source to fund retirement.

With our Exit Planning Playbook, we help educate our deal partners (wealth management advisors, CPAs, attorneys) to understand the levers that will improve the value of a small/mid-size business. This guide is a roadmap to help Busines Owners avoid the pitfalls that could cause a miss when it comes to nailing the sale of a business and hitting the magic number to fund a comfortable retirement.

Exit Equity is your trusted partner to turn company value into liquidity…and a larger than expected retirement account.

Ready to be a hero for your client?

Learn the X’s and O’s of a company sales transaction with our Exit Planning Guide