Business Succession & Exit Planning












The Exit Planning Group at SFP works exclusively with the owners and partners of closely held business entities, creating a holistic approach to designing an exit strategy from their business with the goal of helping to achieve maximum value for their life’s work.  Our group works in tandem with the business owner’s current advisory team (CPA/accountant, valuation expert, etc.), offering coordination of expertise and accountability striving for plan success. Our team here at SFP has decades of experience working with businesses of all types – from LLC’s, S-Corps, and C-Corps to Non-Profit 501(c)(3) organizations.



All owners will exit their business at some point in their life - voluntarily or involuntarily! -and very few have mapped out exactly what they want this exit to look like…


-Who will run the business/practice after I retire?  My partner? Son/Daughter? Key Employee?  Third Party?

-How will ownership/shares be transferred?  What is the most tax efficient method for this?

-What is my business worth?

-When is the right time to leave? 

-How much income will I need to create from the sale of my business/practice in order to live comfortably in retirement?


Owners who are interested in creating an orderly, tax efficient and financially sound exit from their business need to consider the benefits of implementing a formal and well thought out Exit Plan.  Our team is uniquely positioned to help guide our clients through this process from initial considerations to final Exit Plan presentation.



Oftentimes a business exit may be more that 10 years away, yet proper business planning is still necessary to help ensure and extend the success and profitability of your business, and safeguard the hard-earned equity that has been created.

We stand ready to help you navigate the opportunities and steer clear of potential pitfalls that may lie ahead in the future plans for your business. A first step in this planning process is a comprehensive analysis of your current situation and discussion about your vision for the future.

When not considering a comprehensive plan, we can work to assist specific areas of need, including:

· Employee Benefits Consulting

· Retirement Plan Design, Funding, and Management

· Non-Qualified Executive Compensation Strategies

· Buy-Sell Planning and Funding

· Key Person Protection

· Business Valuation Services


Related Links:

Business Continuity

Business Exit

C vs S Corporation


Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and you are under no obligation to follow them. 1302635 DOFU 09212015