An important step in business transition planning is determining the value of the business assets as well as the financial needs of the owner following their exit. Once those numbers are established, an exit planner can help you determine if a gap exists.

In this white paper, we’ll start with a review of what’s typically the business owner’s largest asset: the interest in their business. This analysis is key to a successful exit process and a third-party advisory team is paramount to support an owner through the process.