Succession & Exit Planning

Succession & Exit Planning

When it’s time to pass the keys, business owners need the advice and assistance of someone who’s made the transition successfully.

Having worked closely with our privately held and family business clients — some for more than 30 years — KraftCPAs Succession & Exit Planning Team has the resources and expertise to assist business owners with a myriad of succession planning issues.

Our team includes several professionals who hold the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute (EPI). Our approach to exit planning combines personal and business planning with value acceleration tactics (tactics that are essential to attract and motivate buyers if selling the business is the desired outcome). We can appropriately quarterback the process due to a wide range of expertise, a strong connection to other experts, and decades of experience helping business owners focus on value creation.

Our team members have assisted privately held businesses with all of the different types of exits. We have worked with companies across various industries and have proven that a structured process of value acceleration (regardless of industry) yields results that can enhance their value and increase the likelihood of a successful exit on the owner’s terms.

Succession and exit planning services include:

  • Owner and/or management succession planning
  • Estate and tax planning
  • Business valuations
  • Assistance with buy/sell agreements
  • Business and strategic planning
  • Financing arrangements
  • Deal structuring for favorable tax and financial consequences
  • Negotiation assistance
  • Assistance finding sources of capital necessary for a successful business transfer

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