Meeting Profitability & Exit Objectives

Strategic Exit Planning as a Comprehensive or Modular Track

Your life after you exit the business - that’s not something many business owners easily ponder. National studies show that entrepreneurs lack a formal, written strategy to ensure they will complete their business and personal goals. Whether growing value for strategic reasons or for exit goals, the Grennan Fender Exit Planning Process Track will put you where you want to be, on your timetable and on your terms.

Establish Exit Objectives

Guiding you through the exercise of determining your desired departure date, the value you want or need from the business and to whom you want to sell/transfer your business.

Determine Exit Path

Exploring the options of transfer to family or employees or selling.

Transfer to Insiders

A detailed plan to ensure you receive the price you desire, minimize the risk of non-payment and ensure control of the business until you have been fully paid.

Selling to a Third Party

Strategies to improve the likelihood of a successful sale and maximize your sale price terms.

Wealth & Estate Planning

Creating a well-balanced plan to protect your personal assets, manage wealth now and into the future, and promote harmony in the family.

Build Value Drivers

Specific recommendations to help protect existing value drivers and grow business value. Based on your needs, these recommendations may include installing or updating financial reporting systems, aligning employee performance with profitability goals or protecting proprietary information through covenants not to compete with key employees, all of which we can help you implement through our Strategic Services.

Determine Exit Path

Planning to ensure that your goals (such as transferring the company to the successor of your choice and having your family receive full value for your ownership) are met whether you survive to see your business exit or not.

Strategic Implementation Based on Your Priorities

  • Exit Objectives
  • Post-Business Income Needs
  • Current Business Value
  • Business Value at Transfer
  • Sale Preparation
  • Tax Planning
  • Market Conditions
  • Competitive Advantage
  • Business Considerations
  • Family Considerations
  • Employee Retention
  • Written Continuity Plan
  • Tax Minimization
  • Asset Protection
  • Value Drivers
  • Incentive Planning