Exit Planning Services
Prepare for a successful business transition with A.J. Arenburg Financial’s Exit Planning Services. From succession strategy and valuation to transaction readiness and execution, we guide you through every step to maximize value and ensure a seamless transfer of ownership.
Our Exit Planning Roadmap
A structured, step-by-step process to prepare your business for a seamless transition. From initial readiness to post-exit optimization, we partner with you at every phase to safeguard value and achieve your desired outcome.
Phase 1: Readiness Assessment
Analyze financial statements, operational controls, and governance structures to identify gaps and establish a clear path to transaction readiness.
Phase 2: Valuation & Structuring
Develop a robust valuation model, optimize capital structure, and design succession or sale frameworks tailored to your objectives.
Phase 3: Marketing & Execution
Prepare marketing materials, engage potential buyers or family successors, negotiate terms, and manage due diligence to secure the best deal.
Phase 4: Post-Exit Transition
Implement transition plans, advise on tax and wealth strategies, and provide ongoing support to ensure long-term success beyond closing.
Have Questions? We’ve Got Answers
Learn more about our Exit Planning process or test your readiness with our quick checklist below. Click any question to expand for details, or click each checklist item as you complete it.
Most engagements run 4–6 months from initial assessment through deal execution, depending on complexity and deal side (family succession vs. third-party sale).
We use a blended model: a fixed retainer for planning work plus a success fee (2% of capital raised or transaction value) to align incentives with your outcomes.
Through detailed Quality of Earnings analysis, market comparables, and targeted deal structuring that highlights your company’s strengths and minimizes risk.
We assist with tax planning, wealth transfer strategies, family governance, and any interim financial oversight to ensure a smooth transition beyond closing.
Quick Readiness Checklist
- Completed financial statement cleanup
- Documented key processes and controls
- Developed preliminary valuation model
- Identified potential successors or buyers
- Assembled core transaction team
Ready to Get Started?
Tell us about your business and objectives, and we’ll design a customized exit plan to protect your legacy and maximize value.