Exit Planning Infographic

Infographic: The Exit Planning Team

So just who are the folks on your Exit Planing Team?  And what do they do?  

Check out our exit planning infographic below.

Exit-Planning-Team

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The exit planning team traditionally consists of a team of 6 Professionals:

  • Valuation Expert
  • CPA / Tax Advisor
  • Financial Planner / Wealth Manager
  • “Improvement” Consultant
  • Business Broker / M&A Intermediary
  • Transaction Attorney

Getting the team right is often every bit as important as developing a formal exit plan. Like most things in life success is in execution, and the right team is there to help you success in the execution portion of the formal exit plan.

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