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What is Business Exit Planning?

What is Business Exit Planning?


Business Exit Planning is the holistic approach to designing a business-exit strategy that provides you maximum value for your life’s work. In short, it encompasses:

  • Setting exit objectives -When do you want to leave?
  • How much money do you need from your business exit?
  • To whom will you sell the business?
  • Creating an advisor team comprised of trusted, professional advisors (CPA, attorney, financial advisor, etc.); and writing down each aspect of the transition sequence. 
  • Creation of a business owner road map


Carl Lutz owns the designation of a BEI Certified Exit Planner (CExP™).  The BEI CExP™ designation is the standard for Exit Planning certification.

Together we can help you reach your goals.  Feel free to reach out to have an introductory conversation.


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