Exit Planning

Beacon Business Advisors work with business owners on Exit Planning in St. Augustine, Jacksonville, and all around Northeast Florida!

An Exit Plan defines a businesses’ long-term goals and provides a Roadmap for a smooth transition to the next stage in your businesses’ ownership, leadership, or direction.

Exit Planning is often overlooked until an owner decides to sell or even shut down their business.  It is important that the short and long term goals and objectives that drive your annual business planning aligns with the business direction you require in order to achieve your Exit Plan or Strategy.

A good Exit Plan safeguards Business Value and improves the predictability of your operations today.

Your Exit Plan will be a key component of your overall strategic business plan.  Beacon Business Advisors will work closely with you to design a plan that will provide positive financial results along with:

  • A smoother and more efficient business sale process
  • Assist business brokers early in the process
  • Provide banks with a far more attractive situation to provide buyer financing vs seller financing
  • Allow for a smoother transition post-sale with less need for interim consulting or hand holding

*All Exit Plans must have a recent Short Term Forecast in order to provide the most current financial information.