Exit Planning Overview

Exit planning is the deliberate, adaptable, and customized process that business owners use to leave their businesses on their own terms and schedule.

A complete exit plan rests on the seven-step planning process. This process is outlined as follows:

  • Step 1: Establishing owner objectives
  • Step 2: Establishing business value
  • Step 3: Building value and cash flow
  • Step 4: Selling to a third-party for top dollar
  • Step 5: Transferring to management or family
  • Step 6: Developing a contingency plan for the business
  • Step 7: Family wealth preservation planning

Each step of the seven-step process must be done with the help of informed, educated financial services professionals working together to accomplish well-defined objectives.

Before beginning the planning process, meet with one of our experienced team members. Then, spend the necessary time to define your personal objectives. Finally, take informed action to initiate and implement your plan.

Moreton Advantage

  • » Successful Exits:
    MFS is a member of the Business Enterprise Institute (BEI), which focuses solely on helping business owners exit businesses successfully.  
  • » Solid Plan
    Without a plan, exiting your business can appear daunting and, as a result, many owners wait until it is too late to undertake it.
  • » No regrets
    Exit plans help owners leave their businesses without regrets.