Business Succession & Exit Planning

We can help you get from Point A to Point B

You’ve worked hard to grow your business, but how will you make the transition out of it with maximum return?  The answer is an Exit Plan, and we have Certified Exit Planners to help you work through that process.

Business Exit Planning Services

 Exit Plan

Our Certified Exit Planners will work with you to develop a plan for you to achieve your goals.  The plan offers in-depth analysis of your business as of today and a road map of the changes needed to maximize value.

  Business Valuation

Do you know what your business is currently worth?  What steps can you take to make it worth more?  These are the questions that a Business Valuation can help answer.  We have Certified Valuation Analysts that can both value your business then help you make the necessary changes to maximize the value you’ll receive when you make the exit.

  Tax Planning

The goal of Exit Planning is to maximize the return you receive on your business while considering the tax implications.  Structure, timing and other factors can greatly influence the amount of taxes you may be obligated to pay.  In addition to being certified exit planners and business valuators we are CPAs.  We know taxes and the strategies to minimize your tax burden.

It’s never too soon to start planning.

Contact Us

(You’ll probably get some good advice without having to spend a dime)


or call:

Your Name (required)

Phone (required)

Your Email (required)


Your Message

Stop By.

We’re local.  We’re conveniently located near Belle Meade. Our address  is:

104 Woodmont Blvd, Suite 120, Nashville, TN 37205