Business Exit Planning
Secure the Future of Your Business and Legacy
Take control of your business exit plan with expert guidance and care, ensuring a lasting legacy.
Watch Our Video: 6 Questions to Ask Yourself When Planning a Business Exit Strategy
Tailored Exit Strategies
Maximize Business Value
Secure Your Legacy
Clarify the Path to a Lasting Legacy
In the landscape of small business ownership, the statistics reveal a stark reality: only 30% of small businesses successfully sell, leaving a staggering 70% of small businesses without a viable buyer or a clear plan for their future.
You didn't reach business success by waiting for things to happen—you took charge, made intentional decisions, and forged your path to achieve greatness. Now, as you consider the future, why should your business exit be any different?
With Cornerstone Wealth by your side, you're empowered to take control of your transition, ensuring that your business continues to thrive.
Maximize the Value of Your Sale
You aim to enhance your business’s quality and value, ensuring you’ll be fully prepared for a successful exit and legacy planning. With a personalized, strategic approach, we help maximize your business's value, align it with market demands, and achieve your financial goals. Our team collaborates with you to create a clear, actionable plan tailored to your unique circumstances, positioning you for success—no matter what the future holds.
At Cornerstone, we bring blind spots to the forefront by meticulously evaluating your business, highlighting risk areas, and identifying potential pitfalls. This thorough assessment provides you with a clear understanding of your business’s worth, empowering you to shape a strategy that preserves both the integrity and legacy of your life’s work.
Understanding Your Business, and Your Legacy
Your financial success represents much more than just numbers on a balance sheet. It’s the embodiment of your vision, hard work, and dedication—a reflection of the legacy you’ve built over time.
Our experienced team specializes in business transition planning, recognizing that your business isn’t merely a financial asset, but an integral part of who you are. We understand the deep connection between your business and your personal values, and our goal is to guide you through every stage of planning with both your financial future and your personal legacy in mind.
Tailored Business Exit Strategies for Your Unique Needs
Whether you're preparing to pass your business to the next generation or selling to an external buyer, our customized strategies ensure a smooth transition.
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Maintaining ownership within the family can preserve the legacy and ensure business values are upheld. This approach can also nurture familial bonds and guarantee continuity without disrupting the company's culture.
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Transferring to key employees ensures the business is run by those who know it best and are deeply invested in its ongoing success. Rewarding dedicated staff with ownership can help the business continue to prosper in capable hands.
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Allowing employees to become partial owners through an ESOP can foster a sense of ownership and motivation within the workforce. Improved productivity and job satisfaction can help the business thrive under employee management.
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Selling to a local competitor can streamline the transition and potentially fetch a higher valuation due to geographical and operational synergies. The integration process can be smoother, reducing disruption for employees and customers alike.
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Engaging with a strategic buyer or investor focuses on leveraging synergies to drive growth and maximize value. Higher returns are often possible, as strategic buyers are willing to pay a premium for expansion opportunities and competitive advantage.
Cornerstone Plans With You Through the Sales Process
You are at the heart of the business and your plan. Cornerstone brings a comprehensive strategy to look at your legacy, estate, taxes, and personal wealth planning. Our support ensures that your broader financial well-being and success remain at the center of everything as you navigate the exit plan, providing you peace of mind throughout the journey.
With Cornerstone, you gain more than just expert financial advice—you gain a partner committed to securing the future of what you’ve built, so your legacy can continue to thrive for years to come.
Streamlined Steps to Develop Your Business Exit Strategy
Evaluate Your Business
We start with a comprehensive assessment of your business to understand its value drivers.
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Craft Your Strategy
Work with your dedicated advisor to design a comprehensive financial plan tailored to your unique needs and goals.
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Execute Plan
We support you through the execution phase, from preparing your business for sale to finalizing the transition.
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Trusted by Business Owners Like You
"We value every business client as unique, with specific needs. We serve as your trusted partner and guide working through the complexities of the process so that you don't journey alone."
-Joe Sweeney, Director of Cornerstone Business Solutions
Work with Cornerstone’s Certified Exit Planner
“As a BEI Certified Exit Planner, I am dedicated to guiding business owners through our Exit Planning services. During this transition, I look forward to helping business owners identify and achieve their goals and aspirations for their businesses, themselves, and their families.”
-Andrew Smith, Wealth Advisor, Managing Partner
Exit with Confidence and Clarity
When you choose Cornerstone for your business exit planning, you:
Gain a clear understanding of your business’s value and potential
Build a personalized timeline to determine the right time to sell
Receive a customized strategy for the transition that aligns with your goals
Work with a dedicated team of professionals who prioritize your success
Ensure a smooth transition that honors your legacy and safeguards your vision
Feel empowered and informed throughout the entire process
Meet Your Business Exit Planning Advisors
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Andrew Smith, CFP®, CExP™, AIF®, CLTC®
Wealth Advisor, Private Wealth Group, Managing Partner
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Jonathan Brown, CFP®
Wealth Advisor, Partner
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Craig Rubrecht
Chief Executive Officer, Managing Partner
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Joe Sweeney, AIF®
Director of Business Solutions, Managing Partner
Start planning your successful exit today and secure your business’s future.
Not ready to schedule a consultation yet?
Watch Our Video: 6 Questions to Ask Yourself When Planning a Business Exit Strategy
In the meantime, watch our video:
6 Questions to Ask Yourself When Planning a Business Exit Strategy
