CONTACT

Reach out to CII today and find out what it means to work with a team of trusted advisors who listen in order to truly understand your goals and priorities.

Over four decades, we have helped thousands of successful business owners realize their dreams of receiving maximum value for their business and simultaneously achieving financial freedom and long-term prosperity.

Whether your anticipated exit is today or ten years down the road, it’s never too early and it’s never too late to begin the conversation around exit planning for your business, for your family and for your future.

Exit Planning Services

At CII Advisors, we specialize in helping business owners plan for a successful exit from their companies. Our team of experienced consultants works closely with clients to understand their unique goals and objectives, and develop customized strategies to maximize the value of their businesses.

Whether you're looking to sell your company, pass it down to the next generation, or pursue other exit options, we can guide you through every step of the process. Our services include business valuation, tax planning, succession planning, and more, all designed to ensure a smooth and profitable transition.

Maximizing Business Value

One of the key aspects of exit planning is ensuring your business is positioned for maximum value. Our team will work with you to identify areas of your company that can be improved to increase its attractiveness to potential buyers or successors.

This may include streamlining operations, enhancing financial reporting, or investing in growth opportunities. By taking a proactive approach to value enhancement, we can help you achieve your financial goals and secure your long-term prosperity.

Succession Planning

If you're considering passing your business on to family members or key employees, our succession planning services can help you create a seamless transition. We'll work with you to develop a comprehensive plan that addresses the legal, financial, and operational considerations involved.

Our team will also help you identify and groom potential successors, ensuring they have the necessary skills and knowledge to take the reins. By planning ahead, you can help ensure the continued success of your company and protect your legacy.

Tax Optimization

Navigating the tax implications of an exit can be complex, but our team of experts can help you minimize your tax burden and maximize your net proceeds. We'll work with you to structure the transaction in a way that takes advantage of relevant tax laws and strategies.

This may include exploring options like estate planning, tax-deferred exchanges, or other tax-saving measures. By proactively addressing the tax implications of your exit, we can help you keep more of the hard-earned value you've built in your business.