As a business owner, you probably devote an inordinate amount of time to your business and likely have for years. You rightfully take pride in what you have created and have a vision about what the business could be one day.
Perhaps in the back of your mind, you occasionally think about life after the business. Maybe not today, but one day you will transition operational control and ownership to a new CEO and a new owner. The decision to make those transitions may come as the result of a desire to pursue other interests, spend more time with family or even retire. It may come as the result of health or other unfortunate issues affecting you, your spouse or a family member. Whatever the motivation, being able to make those transitions on your terms to the maximum extent possible is paramount.
Arete Advisors works with you to help you plan and execute that transition. Our comprehensive exit planning framework is designed to preserve the legacy of what you’ve created - the jobs you provide your employees and the value you provide your customers - while also maximizing your financial reward for your hard work.
How does Arete Advisors’ exit planning framework work?
Transitioning the leadership and ownership of a business is not an event, it is a process. It is complicated and requires forethought, planning and it can take time. Beginning with an effort to thoroughly understand your goals, we work to ensure that you have clarity about the alternatives you have and what’s required to maximize the results of each alternative. We’ll help you assemble the team of other advisors you’ll need for preparation and execution of the chosen alternative. Finally, we’ll help you manage the transition so that you can focus on preserving the value of the business throughout the process.
The mission of Arete Advisors is to help business owners and executives grow, protect and enjoy the value of their life’s work. Learn more about all of our business advisory and wealth management services.
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