Broker Check
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.

View Newsletters and WhitePapers to Learn More