Our Value Acceleration/Exit Planning team Delivers on the Promise of being your trusted advisor by delivering a robust exit plan that allows you to exit your business on your own terms, and likely with greater value.

With so many tasks competing for a business owner’s time, it’s no wonder that exiting the business one day seems like something to deal with later. Still, exit planning can be one of the most exciting and financially rewarding activities a business owner can undertake. When done correctly, it can increase the value of the business while planning for your future wealth.

An exit plan is a comprehensive roadmap that addresses all the business, personal, financial, legal and tax issues involved in selling your privately owned business. Its purpose is to help ensure the survival of the business; to preserve wealth for your family; and to provide continuity to your employees, customers and vendors.

Skoda Minotti adeptly guides business owners through the entire process. Our multidisciplinary team eliminates the need for multiple sources with in-house capabilities to meet all of your needs, including:

  1. Business valuation
  2. Financial planning
  3. Estate planning
  4. Insurance planning
  5. Tax structuring
  6. Due diligence
  7. Wealth management

We’re one of few firms offering Value Acceleration/Exit Planning services under the leadership of two Certified Exit Planning Advisors (CEPAs) and their team. This rare distinction means our clients have access to the deeper knowledge and client service a specialized team can offer.

The outcomes of Skoda Minotti's Value Acceleration/Exit Planning services have proven that business owners will leave with greater wealth, pay less in taxes, retain more influence and have a smoother transition than if left to chance. Skoda Minotti has the knowledge and experience to develop your exit plan.

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Questions? Contact Michael Trabert by filling out the form below.

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