Business Exit Strategy
At Clear Financial Strategies, we begin planning our clients’ exit strategies as early as possible. When the owner decides it’s time to sell, it has long been determined how the sale will be conducted and at what price. Our team includes Certified Exit Planning Advisors (CEPAs) who are trained in helping business owners build more valuable companies, have stronger personal financial plans, and align their personal and professional goals.
72% of all businesses fail to sell under their terms, or at all.
The process of successfully transitioning a business shouldn’t begin one, three or even five years before the owner plans to retire. Instead, exit planning should be a strategy that begins on day one of the business, with a focus on growing the company’s value over time so the owner is ready to transition the business on his or her own terms, when the timing is right.
Minimize Tax Implications
We help you navigate the complexities of exit planning by considering key factors such as stock versus asset sales, external buyers (private equity, mergers, etc.), and the implications of capital gains, ordinary income, potential recapture, and estate taxes. Our comprehensive tax strategy ensures that you maximize your financial outcomes and protect your wealth.
Implement & Monitor
Our rigorous process takes a deep dive into your company’s current operations, financials, marketing and more. We work directly with your executive team to provide expert industry insight, goal implementation and ongoing monitoring throughout the life of your business.
Advocate & Partner
Aside from bringing clarity to your exit planning strategy, we act as your champion throughout the transition process by aligning the efforts of your team, consisting of a CPA, Value Acceleration Advisor, Valuation professional, business or contract attorney, estate planning attorney, trust company, and trust officer.
Long Term Planning
After the successful sale of your business, we assist you in making wise investments with the earnings, setting up a consistent monthly income for retirement, and reaching your individual retirement aspirations.
Standing By You Every Step of the Way.
Our clients know they can count on us in all of our three primary business practices. Beside partnering with allied experts in their respective fields, we maintain industry respected sources of continuing education and knowledge.
To receive your complimentary copy of the 2023 National Business Owner Readiness report from the Exit Planning Institute, enter your information below.
Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Clear Financial Strategies, LLC are not affiliated.
Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.
IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.
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