Succession/Exit Planning

Finding Your Ideal Plan

At one point or another, every owner will leave their business. Herbein + Company will help you to ensure at that time; you, your family, the business, and the future will be protected.

The goal of our Management Advisory Services team is to work with you in finding a plan that best fits you, and to manage a smooth transaction 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.

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.

Exit Planning Assessment Questionnaire