Exit Planning
A smooth and stable transition is paramount to maximize a business owner’s investment. Whether your business is in its infancy or third generation, succession planning should be started early and continue as an ongoing process. Some tools include “earn-in” incentive plans, buy-sell agreements, financial plans for owners, ESOPs, M&A, employment agreements for future leaders and a valuation of the business interest.
Good succession planning ensures the long-term continuity of the business by:
- Identifying appropriate exit strategies and time frames
- Maximizing value through effective structuring and management practices
- Developing risk management strategies promoting orderly ownership transitions
- Assisting business owners in planning for retirement
Based on years of experience assisting private companies in this process, we are well positioned to assist you in the development of a sound succession plan.
For more information about DZH Phillips' exit planning services, please contact Gary Phillips.
Strategic Partners
Download Brochure
ESOP & Succession Planning Volume 1
ESOP & Succession Planning Volume 2
ESOP & Succession Planning Volume 3
Contact Us
For general inquiries about DZH Phillips Consulting Group, please contact us at the following:
T (415) 781-2500
E cpas@dzhphillips.com