Exit Planning

You worked hard to build your business. When the time comes to exit it, we can help you do it on your terms.

As a business owner, you face a variety of complex decisions. Have you thought about how you will eventually exit your business?

Whether you are looking to retire or move into a new phase of life, you need a comprehensive exit strategy built around your unique situation. At HFA, we’ll work with you to develop a customized plan that takes into account your motives for the exit, your personal and business goals, and the exit path that best fits you and your company.

Our Process

  • Clarify your personal and business goals
  • Determine if you are ready to exit your business (financial and emotional readiness)
  • Decide which exit strategies are likely to produce the best results
  • Help you understand your exit options and choose a strategy
  • Determine the value of your business under the chosen strategy
  • Execute your exit strategy (includes financial planning, market timing, working with outside advisors)

Our Support Network
To better support you and your business succession needs, our firm has access to:

  • Ongoing exit strategy education and training
  • Updated planning tools and current industry resources
  • Transactional service providers such as M&A advisors, ESOP providers, business valuation professionals, tax experts, and many more.

We can help you create a strategy to exit your business and protect your wealth. Contact us today to start the conversation.

Client Resources

We invite you to visit our client library for helpful information on exit planning on other business topics.

Recommended Read
Exit planning is a complex decision and a complex transaction: How to master both for a successful result