Helping Clients Create and Implement an Exit Strategy on their Terms

For every leader of a business or organization, there comes a time when thoughts turn to the next act. In some cases, leaders already have a clear exit strategy in mind, and just need assistance in implementing it. In other cases, the strategy must first be established to facilitate the transition from one leader to the next.

Reducing concerns

At DeLeon & Stang, we are familiar with the complex array of competing business and personal needs facing our clients. At the same time, we also work to understand the ongoing needs of the organization itself, and the frequently delicate logistics of turning over control. We work with business owners to ensure that they not only realize their vision for their own retirement, but also for the continued success of their organization.

Navigating family dynamics

At times, we’re called in to collaborate with owners on an exit strategy that involves our client turning over the business to a family member. We provide counsel on ways to do so for maximum tax advantage, and also to avoid some of the strategic, logistical and legal pitfalls that can occur if not managed effectively.

The bottom line is you’ve worked hard to grow your business to where it is today, and you don’t want to see it fall apart when you leave. The good news is that with a little advance planning around a customized exit strategy, we can help ensure that your organization transitions effectively to new management—and that you can proceed with your next act, according to plan.