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Get-out Gameplan

Business Exit Strategy

Exit Strong, Leave Legacy

Succeed in Departure

Partners in Departure Strategy

Growth Through a Well-defined Exit Plan

Maximizing Returns

Specialize in Transition

When you decide it is time for your business to exit the market or change gears, you need to protect the interests of your business and pave the way for future growth both for you as the seller and the new business owners or the new direction of your small business. With the help of an experienced small business accountant, you can be assured your small business exit plan will ultimately benefit your small business and any others involved.

Buyer and Seller

When a merger or acquisition is in the works, the team at JTC CPAs specializes in helping prepare the business and the seller and the buyer what to expect. Every step of the merger process is done in the best interest of you and your small business.

Considering a Business Change?

Business exit planning is the strategic process of preparing and executing a plan for a smooth transition when an owner decides to leave their business. It involves maximizing value, minimizing taxes, and ensuring a seamless transfer of ownership.

For a successful business, the exit strategy should prioritize maximizing the company’s valuation to ensure optimal profits. It involves careful planning to maintain the business’s positive trajectory during the transition.

Common exit strategies include selling the business, merging with another entity, acquisition, selling stakes, or liquidating assets. Each strategy is chosen based on the goals and circumstances surrounding the decision to exit.

It’s advisable to start exit planning well in advance, ideally 3-5 years before you intend to exit. This allows for sufficient time to address any potential issues and optimize the business for a successful transition.

Tax planning is crucial in exit strategies. Strategies may involve structuring the sale, taking advantage of tax incentives, and considering the implications of different exit options. Consult with a tax advisor for personalized guidance.

Full-Service Accounting

Tailored for Business

We Are More than the Numbers, We Are the Solution

Exit Planning

Transition Stage

Experts in Motion

Detail Oriented

Our team of small business accounting specialists can help you walk through each detail.

Experts

Partner

Michael McMullin

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Bookkeeping Manager

Ronda Hester

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Director

Steve Steward

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Resources

News & Insights

Aligning Business Spending with Strategic Goals

Maximizing Growth: Reviewing Previous Year Performance for Small Businesses

Why You Shouldn’t Charge an Hourly Fee for Your Small Business Work