EXIT PLANNING
Plan for what’s next.
Because “someday” comes faster than you think.
The sooner you start, the better off you’ll be. Exit planning and retirement are an important reality in the life of any business owner, and a core tenet of our comprehensive advisory services.
While you might dream of the day that you can cash out and quit working, the reality is far more complicated. When exiting your business, you must consider what happens to the company you’ve built, who takes over, whether your employees will be taken care of, and — most importantly — what your business is really worth.
Pendleton Street Business Advisors can help you put a number to your business valuation, but our real strength lies in helping you optimize your most critical retirement asset with care and diligent attention to maximize your financial reward later. An early start to this process helps make for a smoother exit, optimized timing, a strong financial position and an ideal departure.
Essential Questions To Land Your Business Exit
Fortune favors the details. Get them right, and leave the business legacy you’re aiming for.
How we plan business exits
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Exits begin with your vision and values.
Before we dive into the data, we listen. We want to know what principles your business is built on, what your best-case scenario looks like, and what you hope to achieve in the interim. We tailor your unique exit plan to these core foundations.
We’ll audit the “value-drivers” in your business.
We mine the interwoven operational and financial layers of your business to determine what matters most to your ultimate valuation. Once key drivers are identified, we look to see how optimization and rearrangement could most effectively grow your financial returns.
Implementing a plan of action together.
Aligned with your vision and armed with data, we devise a plan that can help you achieve your ideal exit. Whether you choose to sell, navigate a buyout or plan for succession, our nuanced strategy will help ensure your exit is smooth, sound, and financially advantageous.
High-growth startups. Decades-old partnerships. Family-owned corporations, and sole-proprietorships.
Across industries and business models, we’ve seen it all. We have successfully advised hundreds of business owners through the exit planning process, and we have the perspective necessary to help you navigate this crucial phase of your business plan.
Miniscule details can lead to massively different outcomes — and we work tirelessly to make sure we get those details right on your behalf.
BECOMING A CLIENT >
Divvying Up a Family-Run Operation
After four generations of family ownership, Jason and his two older brothers had begun to question whether it was time for an exit strategy. While Jason wanted to continue working for a few years, his brothers were ready for retirement. Not wanting to be left in a bind, Jason contacted his estate planner to see what his next step should be. The suggestion? Work with Pendleton Street to formulate a plan…
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Selling After Exponential Growth
It all started with a blog post. When Pendleton Street Business Advisors came across Jessica’s anxious musings on the exponential growth of her business and whether she was ready to sell to any one of the numerous investors who had come knocking at her door, they got curious. PSBA found her contact information in the fine print of her trademark application. And then, made a call…