Exit Strategies and Business Succession Planning

Exit Strategies

Leave behind a business succession plan

To ensure you leave behind the legacy you want for your business, you need a comprehensive exit strategy and succession plan. CBIZ can help. As a leading provider of tax, accounting and business advisory services, we have a depth and breadth of expertise to create comprehensive strategies for ownership transition and succession.

We work closely with you to understand your business goals and objectives. Our specialists help you weigh your options for succession, such as selling your business to employees or outsiders, going public, bringing in a strategic partner or transferring the business to family members. We can also help you implement the business and personal financial plan that allows your business to reach its target value within your desired time frame.

CBIZ is unique in that we provide the full array of services that help you manage your business before, during and after the succession. Should you decide to sell your business, we can provide reliable valuation and due diligence services. As you step back from your business, you may also want to consider how the transition affects your personal finances. Through our array of private client tax services, we can create strategies that help you minimize income and estate tax liability for you and your heirs.

By starting early with your exit strategy and succession planning, you can ensure you have the right roadmap in place to achieve the legacy you want to leave behind, both for your business and for your family.