Exit Planning



  • Is Your Wealth Locked Up in Your Company?
  • Do You Know How to Convert the Value of your Company to Cash?
  • Does the Idea of Exiting Your Company Seem Overwhelming Yet Exciting?


Exit Planning involves the development and execution of a strategy that enables business owners to exit their businesses on their own terms and conditions. It is a well-established process that includes the creation of a written roadmap, known as the Exit Plan, which involves the collaboration of various professionals led by an Exit Planning Advisor. This advisor ensures not only the creation of the plan but also its timely implementation. You Are Not Alone.

If you have contemplated leaving your business but are unsure where to begin, you are not alone. According to The BEI 2016 Business Owner Survey Report, 79% of successful business owners aim to exit their companies within the next 10 years. However, without familiarity with The BEI Seven Step Exit Planning Process™, it is unlikely that they will achieve a successful exit. In fact, the Small Business Administration (SBA) noted that “at any given time, 40 percent of U.S. businesses are facing the transfer of ownership issue,” and the primary cause for failure in this area is the lack of planning.


Three Elements of a Successful Exit.

To achieve a successful exit, owners need three key elements:


Exit Planning serves as a process that helps owners determine their desired destination and the path to get there.


Owners must assemble a team of trained and experienced advisors who can guide them through the decision-making process and help them make informed choices as they work towards their exit goals.


Success depends on following a disciplined implementation timetable that aligns with the owner’s Exit Plan.

How We Can Help

To assist you in creating your Exit Plan, we coordinate your advisors and execute your plan based on your desired timeline. As members of The BEI Network of Exit Planning Professionals™, we possess the expertise required to guide you towards a successful exit. Utilizing a systematic Exit Planning Process developed over the past 25 years, we empower you to make key decisions, including determining when you wish to leave your business, how much cash you need upon exit, and to whom you want to transfer the business. Our Exit Planning system is a customizable process that works towards achieving your specific exit goals.

We are members of The BEI Network of Exit Planning Professionals network for three simple reasons. It provides us with:

  • Access to updated tools, changing information, and state-of-the-art design ideas necessary to create an effective Exit Plan tailored to your unique situation.
  • Access to other trained Exit Planning Advisors from various disciplines. If needed, we can draw upon their expertise when designing your Exit Plan.
  • Ongoing education that keeps us at the forefront of Exit Planning practices.
Without experienced advisors, an Exit Plan, and an implementation timetable, the chances of a successful exit are slim. Are Your Trusted Advisors Asking You About Your Plans for a Successful Exit?

Most advisors don’t ask because they are unaware of the proven Exit Planning Process. Good Exit Planning requires the coordinated efforts of several advisors, including a CPA, attorney, and financial or insurance professional. Working together as your Advisor Team, these skilled professionals can help you achieve your exit goals.

How We Work

As trained Exit Planning Advisors:
  • We collaborate as part of an interdisciplinary Advisor Team. We recognize that a successful exit requires the expertise and coordination of experienced professionals who work together to meet your Exit Planning goals.
  • We create owner-centered Exit Plans based on your specific goals, objectives, and concerns. By attentively listening to your answers to key questions, we develop a customized Exit Plan that is unique to your circumstances.

At LS CFO Advisors, we recognize the critical role that accurate business valuations play not only in exit strategies but also in safeguarding your enterprise during potential audits. An accurate valuation serves as a sturdy foundation, providing an undeniable reference point for tax authorities, potential buyers, or other stakeholders. It minimizes discrepancies, ensures compliance, and optimizes your position in negotiations.

As Certified Exit Planners, we pride ourselves on offering valuation services, tailor-made for your unique business needs. Our expertise ensures that you can confidently navigate your business’s future, fortified with the knowledge of its true worth.