Business Exit Planning

An exit strategy is not the same as the sale of a business. It is a process, not an event. Since there are a number of potential methods for exiting a business, it all begins with knowing the options available to you.

Owners can establish the strategy that best meets their goals and protects their wealth once they follow the steps needed to determine the course they should set with their planning.

International Exit Planning Association (IEPA) Membership

The International Exit Planning Association promotes exit planning through thought leadership, supports exit planning practitioners, and trains the premier exit planning professionals who are awarded the Certified Business Exit Consultant® designation. Learn More

Business Intelligence Institute (BII) Membership¹
The Business Intelligence Institute consists of a select team of top-tier financial planning professionals from within Osaic FA (formerly Lincoln Financial Advisors). To be a part of the team, you must specialize and have expertise in working with business owners. As a part of the team, we are provided access to unique training opportunities, as well as resources, all focused on providing the most value possible to our business owner clients.

Equity Strategies Group (ESG) Partnership²

Equity Strategies Group helps the owners of privately-held businesses plan for and implement a successful exit strategy. Our goal is to make sure that business owners navigate the terrain successfully by helping them understand their Exit options, preparing them for the Exit Planning process, connecting them with our Investment Banking, Mergers & Acquisitions or or other experienced professionals, and advising them throughout the process.  Learn More

¹The Business Intelligence Institute is an Osaic FA initiative focusing on business succession strategies

²Equity Strategies Group is not an affiliate of Osaic FA