Comprehensive Business Succession Planning
It takes years of hard work and dedication for a business owner to build a successful company. When and how to exit your business may be the single most important financial decision you make in your lifetime. Failure to adequately plan a business exit strategy can result in unnecessary taxation, damage to employee morale, loss of key personnel, and, ultimately, a loss of business valuation. Many owners find the process to be far more complex than they had realized, and wish they had started it several years before.
Sacramento financial advisors Zeller Kern can help you turn this important event to your best advantage. When it’s time to sell your business or transfer ownership to your family, Zeller Kern can help you plan and implement your business succession strategy. This complex process has many considerations, including careful assessment of personal needs and goals, business valuation, continuity planning, developing a tax-efficient transfer strategy, and timing of the exit – all of which takes careful consideration and time.
Using the Seven Step Exit Planning Process™* we gather extensive data about your company, assess your personal needs and wishes, construct a comprehensive exit plan, and help you implement the plan. We bring in selected professionals as needed, such as CPAs, estate and business transaction attorneys, business valuation experts, business brokers and mergers and acquisition/investment bankers. The end result is a comprehensive business exit plan that thoroughly addresses:
The business owner’s needs, goals and objectives
The most suitable corporate structure
An accurate business valuation
Coordination of sales to third parties
Retention strategies for key employees
Tax-efficient succession strategies
Considerations for timing of the sale or succession
Your business exit plan is only a good as the talent, skills, and experience that your team brings you. We believe that Zeller Kern’s exit planning team consists of some of the most talented and experienced consultants in the country.
Request more information on our business succession strategies, including fees.
* The Seven Step Exit Planning Process is a trademark of The Business Enterprise Institute
Complimentary Business Exit Analysis
Step 1 in the Seven Step Exit Planning Process –
Free, and no obligation
Does your business exit strategy maximize the valuation of your business? Does it plan for a smooth transfer of ownership and operations to future owners?
Does it adequately address your post-business income needs and family legacy? Does it allow you to exit in the most tax-efficient way?
If you own a business with annual revenues of $3 to $50 million, consider a complimentary Business Exit Analysis from Zeller Kern. As the first step in the Seven Step Exit Planning Process, it evaluates 16 areas that will directly impact the value of your company and how well it succeeds after you leave. Topics include current and future business values, tax minimization, employee retention, successor development and more.
You’ll receive a concise, easy-to-read report that shows your level of preparedness in each of 16 areas, and what your priorities should be. The analysis takes about an hour, and there is no obligation whatsoever.
When and how you leave your business is one of the most important decisions you’ll ever make. Take the first step – contact us to schedule your Complimentary Business Exit Analysis.
Call 916‑436‑8270 or 866‑536‑6131, or use the form below: