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Comprehensive Wealth Management for every predictable — and unpredictable — stage in life.

Planning a business exit?

Who, what, when and how. Never are those questions more important then when you are planning to exit your business. 

To whom are you selling? Your kids, your partner, your employees, a competitor?  Each option presents a different set of financial planning requirements and wealth preservation strategies.

What are you selling? Some or all of your business? Are your financials in order? Have you prepared for a variety of offer options? 

Timing is everything. There is business, market and tax timing, then there is “you” timing. Are you ready? 

And, finally, how will the deal be structured: Outright sale? Earned buy-out? A ramped exit with your involvement on a part-time or consulting basis for a period of time?

Gassman Financial Group has the experience to advise and support you as you consider your options and plan to reap the rewards of your life’s work.