You’ve worked hard growing your business into the successful enterprise it is today. Have you considered what’s next? Whether it’s transitioning your business to the next generation or selling outright to a third party, the earlier you plan your exit strategy, the better the outcome will be. Even if it’s several years in advance, there are steps to take now and considerations to think about when planning your future.
Are you ready to sell?
Review our 10-point checklist to see how prepared you are to transition your business.
Certified Exit Planning Advisor (CEPA®)
At Alpha Legacy, we have a team of dedicated professionals here to serve you. Nancy Heiser has earned the CEPA designation, certifying her as a qualified professional advisor in the field of exit planning. Working with business owners, she incorporates exit strategy insights and tools into the team’s approach, aligning business, personal and financial goals in one cohesive road map.
Our strategy: aimed at increasing the value and maximizing the sale.
At Alpha Legacy, we help throughout the entire business transition process: the timeline, the sequence of events and the exit. We also help coordinate your team, including lawyers, accountants and family members. Perhaps of most importance, we work on increasing the value of your business to maximize the sale. This can involve financial planning, infrastructure improvements, mitigating risk and more.
We are fully committed to the CEPA process. This helps us provide you with the support and services you need for a successful exit and transition.
“In order to develop strategies that can potentially increase the value of your business, we take a team approach and collaborate with everyone involved—your CPA, your attorney, UBS’s Boutique Investment Bank Network and your marketing consultant. This is how we look to optimize value.”
Pursuing your goals, customizing your plan.
To align with your objectives and tailor your plan, we begin with our Exit Planning Questionnaire. It’s designed to gather important information about you, your family, your business and your goals. This helps us make the most of your business transition.