A detailed plan is crucial for the successful exit of your business

Consider the statistics:*

100% of business owners will leave their businesses, whether planned or otherwise.

79% of business owners plan to exit their businesses in the next 10 years.

80% of owners believe that a successful exit will result from planning and action items they implement.


Only 17% of owners have created a written exit plan … and it takes at least 3 to 5 years to develop one.

What will it be for you?

Partner with an experienced exit planner

When it’s approaching the time to sell your business or transfer ownership to your family, or key employees, Zeller Kern can help you plan and implement your business succession strategy.

Using an established 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
  • A business valuation
  • Coordination of sales to third parties or transition to an insider
  • 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 and resources consist of some of the most talented and experienced consultants in the country.

Our advisors are also active members of the Business Enterprise Institute.

We would be more than happy to have a Purposeful Conversation® with you, to listen and explore ways to begin your exit plan..

Begin a Conversation



*Exit Planning, Business Enterprise Institute, Inc., 28 May 2019, www.exitplanning.com/sites/default/files/documents/2019_business_owner_survey.pdf.
**Exit planning services offered by Zeller Kern Wealth Advisors, a Registered Investment Adviser, are separate and unrelated to Commonwealth. Tax, legal, and business valuation services provided by third-party CPAs, attorneys, and other professionals are separate and unrelated to Zeller Kern.

How Prepared Are You to Exit?