Exit planners assist business owners with navigating through the complex process of preparing and executing a plan to build a real transferable value of their business. They recognize that selling a business is a major lifetime event therefore having a plan in place – makes sense.
A certified exit planning advisor isn’t only concerned with the business goals of their client, but will also consider their personal and financial objectives. More often than not, an exit planner will take a holistic approach to help their client develop a business strategy that integrates all aspects of life including the clients “new beginning” after the sale.
Due to the exit planner's ongoing relationship with the client, they will be up-to-speed with the clients financial statements, tax returns, and other important business related matters. Because many exit planners are also CPAs / Accountants, they are very well-trained and knowledgable in the business transaction process, therefore capable of advising their clients through the linear Mavrek process even easier than most.
Mavrek always advises prospective business sellers to get their business ready for sale beforehand, and exit planners can certainly assist.
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