Coveted Financial
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Exit Strategy

Exit Strategy

Chances are you work with an investment advisor to prepare for retirement. What about your business? Who do you look towards when it comes to growing your businesses finances? Just like investing, preparing for exit should start day one. Our team can help you hand the business to the next generation, prepare for an Initial Public Offering or private placement, administer a management buy-out, and more. But first we’ll help you grow your company to maximize profit upon exit.

a few ways we can help:

  • Develop a business succession plan

  • Establish EDITDA goals

  • Determine valuation target and sale structure

  • Partner with all trusted advisors (attorney, investment advisor,
    insurance agent, etc…)

  • Diversification

  • Mergers and acquisitions

  • Mitigate tax implications of a business sale

We understand the emotions involved with exit planning. We’re an entrepreneurial group full of passion, ourselves. So you can trust us to provide expert knowledge for your business, as if it were our own.

Let’s review your goals…

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