Succession & Exit Planning

T: (970) 217-1995
bruce@brucewilsoncpa.com

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