Longmont, Colorado Accounting Firm | Succession & Exit Planning Page

All businesses should periodically plan for their future exit. Transferring the ownership of a business is likely the most significant transaction a company will face, considering its financial and emotional consequences. Early planning significantly increases the likelihood of an exit that will meet all of the company’s goals.

We believe a successful exit involves the following actions:

Client Goal Setting
Environmental Audit & Evaluation
Value Enhancement Strategies
Third Party Sales or Key Employee Sale Analysis
Family Business Transfer Analysis
Employee Stock Ownership Plan Transfer Analysis
Documentation and Implementation of the Preferred Exit Plan