Business Exit Strategy

Have you been considering selling or exiting your business?

We have been advising entrepreneurs for over 30 years and have experience in business sales, mergers, and succession planning for the next generation.

You have worked hard to grow your business to this point.

Protect your hard work with professional guidance that will ensure you receive the full value you deserve and walk away with confidence.

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You may benefit from Business Exit Strategy if you are in one of the following situations…

  • Ready to retire and want to make sure you get a cash value that will provide your desired lifestyle beyond the sale.

  • Ready to sell so you can invest in a new venture.

  • Have met your growth goals for your current business and are ready to sell or become a silent member of the business.

  • Ready to begin passing the business down to the next family generation.

We help our clients…

  • Prepare for exiting and consider the sale timeline, including factors like the economy.

  • Consider tax mitigation strategies customized to their industry and the forms of assets involved in their exit strategy.

  • Coordinate and communicate with their attorney, bankers, or other financial advisors that may be involved in the transition process.

  • Uncover actions needed to prepare their business and employees for the ownership transition.

  • Consider all factors and options in the agreement, timing, and valuation process.

  • Find opportunities for increasing the value of your business prior to sale, merger, or succession.

  • Advise and support through negotiations and transitions into new ownership and roles.

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We have experience with...

  • Sales, mergers, and succession planning for the next generation.

  • Family businesses and the dynamics that can be created in business transfers.

  • Multiple-owner transfers and sales.

  • Third-party investor purchases.

  • Timely transitions so you don’t miss your next opportunity.

  • Phased transitions that best prepare you and your employees for your retirement and new ownership or company leadership.

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We understand that every business exit strategy is unique to the business owner’s objectives and goals, the dynamics of their industry, and the structure of their business.

That’s why we offer a boutique experience with a hands-on team that takes the time to support you from start to finish. You will always have a line of communication and an extra pair of helping hands throughout the process.

Our Business Exit Strategy is a 3-step process designed to create the greatest results for our clients.

Mistakes can be costly when it comes to your exit strategy. We ensure you have thought through every angle and opportunity that comes with this transaction while mitigating risks and potential unforeseen expenses, and time burdens.

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Determine your exit strategy objectives

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Create your implementation plan

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Project completion

Step One: Determine your exit strategy objectives

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We will understand your business and the desired outcomes you would like to achieve with your exit strategy.

  • Are you interested in passing your business down to the next generation? Are you ready to become a silent partner? Or would you like to sell the business to a third-party investor?

  • What are the financial targets you would like to reach with this transaction?

  • Can your transaction happen in phases, or is it a more pressing matter so you can take advantage of a new opportunity?

And begin conversations around dynamics like:

  • The economy.

  • The employee training support that may be needed in a change of hands.

  • The impact of making changes to your bottom line now that may significantly impact your valuation a year from now.

  • Gifting considerations or profit maximization strategies to help you achieve your financial goals.

  • The tax implications of your exit strategy.

Step Two: Create your implementation plan

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  • We will create a clear roadmap so you can easily achieve your exit plan objectives.

  • We will collaborate with all necessary parties like: stakeholders, partners, attorneys, bankers, or financial advisors.

  • We will consider all tax mitigation opportunities and include these in our implementation plan.

Step Three: Project completion

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We won’t just give you a plan; we will be advising you every step of the way.

  • We will help you justify your business valuation so you get the maximum cash value you deserve.

  • Continue tax mitigation advising.

  • Help you manage the transition period with employees.

  • Ensure you move on to your next chapter in life and business with confidence.

The best way to exit your business is on your terms.

We help you craft the perfect exit strategy for your goals and help you close your current venture with confidence.

Join the Wagner Circle

WHEN YOU HAVE THE RIGHT PEOPLE IN YOUR CIRCLE, EVERYTHING IS POSSIBLE.

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Our advising spots are an intensive use of our team's time and energy, so we only take on a limited set of clients at one time.

To apply for our next available spot, please fill out this short questionnaire, and we’ll set up a discovery call with you.