Business Exit Strategy Planning
Planning the Exit From Your Business — On Your Terms
Exit strategy planning for owners of privately held lower middle market and upper main street companies. George & Company helps business owners prepare for and execute successful transitions with clarity, objectivity, and confidence.
Exit Strategy & Transition Planning
A successful business exit doesn’t happen by chance. It’s the result of informed decisions, careful preparation, and a clear understanding of what comes next.
George & Company’s transition advisors work with business owners and key stakeholders to design individualized exit strategies that address:
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Ownership and leadership transition
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Tax and estate considerations
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Operational readiness
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Personal and financial objectives
Every plan is built around both owner readiness and business readiness, ensuring decisions are guided by facts — not pressure or uncertainty.
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Success Stories
A Thoughtful, Individualized Approach to Exiting Your Business
Transferring ownership of a business is often complex and emotional. Our role is to provide impartial, strategic guidance throughout the process so owners can evaluate options objectively and make informed decisions.
With more than 200 years of combined transition and transaction experience, George & Company’s advisors — including former business owners — understand the realities of business ownership and transition. Our time-tested process focuses on helping owners answer critical questions such as:
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When is the right time to transition?
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Who is the right successor or buyer?
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How should the business be positioned prior to exit?
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What does life after ownership look like?
Once an exit strategy plan is in place, it helps owners prioritize initiatives based on their desired timeline. Short-term exits may focus on activities that generate immediate cash flow, while longer-term transitions may emphasize operational improvements and sustainable growth projects that strengthen enterprise value.
Start Planning What’s Next
Whether your transition is months or years away, a well-defined exit strategy creates options and control. Connect with George & Company to begin planning your business transition with confidence.
Benefits of a Well-Executed Exit Strategy
A comprehensive transition plan helps business owners:
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Control when and how they exit the business
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Decide who ownership will transfer to
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Implement tax strategies that protect future wealth
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Achieve transition value aligned with personal objectives
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Create continuity for employees and key stakeholders
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Establish peace of mind for family and partners
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Move forward knowing trusted advisors are involved at every stage
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Resources
Guidance You Can Rely On
George & Company’s collaborative, value-added transition advisory services are designed to support business owners through every stage of the exit planning process. Our advisors work alongside your existing professional team to ensure all aspects of the transition are considered — allowing you to remain focused on building and leading your business while we help prepare for what comes next.