Exit Planning

Our certified exit planners put business owners in the best position possible to transition or sell their company.

Roadmap to Success

Whether you intend to leave your business soon or stay involved forever, you need a plan to make it a success. You need a GRF CPA and exit planning professional. Our exit planning solution provides a roadmap that will allow you to transfer your business when you want, for the amount of money that you want and to the person or group you choose.

Exit Planning: Why Choose Us?

Our certified exit planners position business owners to sell or transition their company at the ideal time, for the best return possible and to the right person or entity.

A Leader in the Exit Planning Industry

GRF is a member of BEI, the leading innovator in the Exit Planning industry. BEI trains and supports business advisors to be the preeminent Exit Planning resource for business owners in their communities. Their members ultimately seek to help business owners and their families benefit from their lives’ work.

When GRF manages your exit strategy, you will benefit from:


Knowledgeable experts

You will work directly with CPAs who are certified exit planners. This designation means they fully understand the complex exit planning process and can guide you through it successfully.

Advanced research and planning

Our team creates a comprehensive personal financial plan for you. They will help you figure out how much you need to retire successfully and create a roadmap to get you there.

Strategic advice

We develop strategies to increase the value of the business so you can sell it for the highest amount possible.

Proficiency in family business succession

We are well-versed in counseling business owners as they transfer company assets to family members. There are tax implications associated with gifting a business to a relative or selling it to them. Our skilled CPAs can guide you through this process.

Tax guidance

We’re tax experts, and we thoroughly understand all tax laws and alert clients to legislative changes as soon as they occur. This expertise allows us to ensure your business is structured in a way that takes advantage of all possible deductions.

Continuous communication

We will work closely with you throughout the process of creating your exit plan. As part of this process, we will continue to monitor, check in and adjust as necessary. We are your trusted partner that you can call anytime for questions and advice.