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