Exit Planning:
A process. Not an Event.

Want to maximize value an exit? 

Exit Planning Valuations

Exit Planning is a process, not an event.  Entrepreneurs that successfully cash out from their business often have one thing in common:  they’ve planned for their exit.

Business valuations for exit planning is one of the top reasons we are engaged. Smart owners seek to understand – and benchmark – present value so that they can plan a course of action forward.  Afterall, how can you effectively plan for your exit (a financial event)  when you don’t know the starting point (your current financial position)?

The general exit planning process is:

It all starts with a formal, credentialed valuation.  Our goal is to provide a thoroughly reasoned, well supported report that shows not only the value calculated, but also the framework and underlying assumptions that go into the development of value.

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Why a Valuation for Exit Planning?

Benchmark

Know where you are starting.  Studies show most business owners drastically over estimate their company’s value.  Being honest with yourself is the first step in planning.

Financial Planning

Give your financial planner hard data to work with.  Studies consistently indicate that, for most small business owners, their business is their largest source of net worth.  How can your financial planner plan without this data?

Improve

Now isn’t always the right time to pursue an exit.  But a byproduct of a business appraisal is a roadmap to enhancing value.  User your valuation to help focus your improvement efforts.

Exit Right.

Implement a formal exit 
planning process- 
and understand valuation! – 
to safeguard your retirement. 

Business Valuation Purposes

BUY-SELL AGREEMENTS

Quantive performs business valuations in support of buy-sell agreements, to include buy-ins and -outs, as well as shareholder disputes.

VALUATIONS FOR DIVORCE

We perform business valuations in support of divorce proceedings, working either jointly retained or on behalf of one spouse.

PURCHASE AND SALE

Smart entrepreneurs routinely retain Quantive to understand price early and gain a roadmap for impending price negotiations.

LITIGATION SUPPORT

We provide litigation support for shareholder disputes, lost profits, shareholder oppression, commercial litigation, and various other reasons.

ESTATE AND GIFT

We perform valuations in support of various gifting strategies, as well as in support of probate requirements.

SBA LOANS

Quantive is qualified to perform valuations in support of SBA financing. Our reports are compliant with all SBA SOP’s.

INSURANCE

Quantive values companies for a variety of reasons related to insurance to include establishing values for funding buy-sell agreements.

OTHER

We perform valuations for business planning, gap analysis, lost profits and damages, and a variety of other reasons.

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