Broker Check
ready to start thinking about an exit strategy for your business?

ready to start thinking about an exit strategy for your business?

As a business owner, you face many questions. such as:

  • What is my business worth?
  • Do I need a buy/sell agreement, and if I have one – does it do what it is supposed to do?
  • Will I keep the business in the family, sell it, or create an ESOP?
  • Will I be able to retire with confidence?
  • What does my exit strategy look like and how will it impact my taxes and estate?


Whether you want to transition your company in 10 years or 10 days, our Business Exit Readiness Index (BERI) will help you get on the right path. A free six-page report, customized to your answers, is generated after a short 10 minute survey.

CRN-3142054-062620