Exit Planning

Planning for the eventual exit of an ownership interest in a business is a complex but critical process with financial and personal implications. At Steen Valuation Group, we understand the challenges an owner faces. We can assist with assessing the current value of the investment and working with a team of advisors to develop a plan that meets the owner’s short- and long-term goals.

Business Valuation: Understanding the value of your business is the first step in the exit planning process. Our seasoned valuation experts employ advanced methodologies to provide you with a comprehensive assessment of your business's worth. This knowledge is crucial for making informed decisions.

Business Attractiveness: Enhancing the attractiveness of your business is vital for a profitable exit or successful transition to the next generation. We'll work with you to identify areas for improvement and help implement strategies to make your business more appealing to potential buyers or investors.

Owner Readiness: Exiting your business successfully requires more than just financial preparation. Our owner readiness assessment helps you evaluate your personal and professional readiness for the transition, ensuring a smooth and confident exit.

Advisor Team Development: Building the right team of advisors is essential for a successful exit. We can help you assemble a network of legal, financial, and tax experts who specialize in exit planning to provide guidance tailored to your unique situation.

Exit Options: There are various exit strategies available, from selling to a third party to passing the business on to a family member or key employees. We'll help you explore and understand the best options for your specific circumstances.

Let's start planning your exit strategy today. Contact us to schedule a consultation and take the first step toward securing your business's future.