Whether it’s called Exit Planning or Succession Planning, it’s inevitable: Every owner will leave their business at one point.

Herbein will help you to ensure the protection of the business for you and your family now and into the future.

Our team works with you in finding a plan that best fits you, and assists in managing a smooth transition between you and the future owners. Our team will meet with you to learn more about your business, discuss the individualized process of creating a plan, and help you find a solution that works for all involved parties.

Common reasons to create a succession plan include:

  • You plan to retire but have no successor
  • Your potential successor needs more training
  • You want to minimize taxes
  • You are not financially independent of the business
  • Your potential successor does not have the financial resources necessary to acquire your ownership interests

Exit Planning Assessment Questionnaire

Before you choose where you want to go, let’s figure out where you are. To assess your exit preparedness, please complete our free exit planning assessment questionnaire to focus on what you can do now, and your next steps.