Exit Planning

Exit and Succession Planning/Implementation Services

The Zamia Group works with business owners who want to successfully leave their businesses but do not know how to accomplish that goal. We use a systematic approach to take control of the succession planning process in order to maximize the value a business owner receives on the sale or transfer of his/her business while minimizing the tax consequences. We work with business owners to:

• Create and preserve value within their businesses
• Transfer ownership and value as profitably as possible whether to third parties or insiders
• Integrate personal, financial and estate planning objectives with the operational goals of their business to maximize value and minimize tax liability

Approach

Eventually, every business owner will exit ownership and transition to the next stage in his/her life. Whether that stage is retirement, owning another business, or recapitalizing the existing business, strategically planning for the exit will help maximize net proceeds, minimize taxes at time of sale and beyond, and provide a smoother and more secure transition.

When we work with business owners to help them successfully exit their businesses, we follow a systematic approach to ensure that we are able to maximize what you take from your business while minimizing the tax consequences. We begin by getting to know you. What are your personal as well as business goals and objectives? When would you like to begin transitioning from your business? To whom would you like to transfer your business, a third party or an insider such as a family member or key employee? What are your personal financial goals? What needs to be accomplished in order to ensure the sale of your business will achieve your goals?

Exit Planning Services

The Zamia Group’s Exit Planning Advisory Services offers a comprehensive solution customized to fit the needs and circumstances of the business owner. Our professional advisors guide you through a step-by-step process in collaboration with your other advisors. This process results in a set of documents, including analyses, recommendations, and actions that, when taken together, provide an effective exit strategy.

Whether you choose to sell to a third party, a family member or key employee group, or recapitalize your business, the exit plan can be structured to achieve your goals. Along with your other advisors, we become part of your team and join you in a collaborative, thoughtful and integral process of investing in your future.