Business Exit Planning

Business Exit Planning

Maierhofer Wealth Management offers consultative exit planning solutions to owners of closely-held businesses who are seeking to successfully transition out of their business.

I will listen to your goals and objectives, then work with you to help you maximize your company’s business value by providing you with an action plan which will guide you through the business transition process.

Using my multi-disciplinary approach, we will develop a comprehensive plan and action item checklist tailored to meet your specific needs. This plan acts as a roadmap for the business owner and their other advisors including the client’s CPA, business attorney and estate planning attorney. The plan will address the following areas:

Business valuation
Personal and Business goals 
Transfer strategies
Business appraisals
Cash flow strategies
Succession planning
Strategic tax planning
Strategic legal planning
Business value enhancement
Personal and estate planning
Contingency planning

Following the completion of the plan, Maierhofer Wealth Management can lead the implementation of the plan and can coordinate the efforts of all other advisors involved in the process. The plan and action item checklist will be reviewed and updated periodically as business conditions change and as milestones are reached.  Third party specialists may be required to perform appraisals, business valuations, tax, legal and investment banking services. I am happy to assist the business owners by identifying and recommending specialists as needed during the plan development and implementation phases.

 

Maierhofer Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Maierhofer Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Maierhofer Wealth Management, LLC unless a client service agreement is in place.

A copy of the Adviser’s current written disclosure statement discussing the Adviser’s business operations, services, and fees is available from Maierhofer Wealth Management upon written request. Maierhofer Wealth Management does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Maierhofer Wealth Management web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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