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.
Clear Financial Strategies, LLC, an unaffiliated and separate legal entity, offers investment advisory services through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. SEC Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Clear Financial Strategies’ website and its associated links offer news, commentary, and generalized research, not personalized investment advice.
Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a professional before implementing any investment strategy.
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