What’s Your Exit Plan?

An effective exit strategy is critical to ensure a smooth transition for your team and stakeholders maximizing your company’s value. Contact the premier Orange County Business Exit Planning consultants and optimize your exit/transition outcome today.

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Why an Exit Plan?

The exit/transition of your business is most likely the single biggest financial event of your life.

If you want to maximize the value of Exiting or Transitioning your business and minimize your tax implications at the time of sale, it is important to properly plan for it. You also want to ensure that it will secure your retirement and potentially leave a legacy for your family for generations to come.

View All Options

Your Four Exit Options:

Liquidation

Shut down, close the doors and liquidate your company’s assets. Takes 12 or more months to close. Learn More »

Internal Sale

Sell to your employees via stock transfer or “earn out”. Takes 18 mos. to 3 years to close.
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Transition It

Pass your business on to a family member or a key employee. Takes 2 – 5 years to close.
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3rd Party Sale

Merging with a smaller company or being acquired by a larger one. Takes up to 1-2 years. Learn More »

Ready to take the next step?

Is it time to start preparing for the Exit or Transition of your business? Is it already too late?

Do you need a place to start and a professional to help you facilitate your Exit or Transition?

Don’t put it off… start the conversation today!!

Get a Free Assessment

"Working with Jay brought everything in our business into focus. All ideas, plans, thoughts that we had were documented, organized and put into use. He's a gracious man with patience. Working with him is simply a pleasure.”

Majid Zarrinkelk, MBA, CPA, CGMA

"Irving Katz has done a great job as our Family Business Coach. We told him what we wanted and he delivered. Irving knows how to keep the Family Business in the family. Being a second generation family business, we were interested in Succession, Exit & Transition Planning. That is where he shines."

Richard Iskenderian, CEO, Isky Racing Cams

"My experience of working with Jay McDowell has extended over the last 15 years. Our history began in a corporate environment. Jay’s focus was on logistics however he is well versed in all aspects of business. His extreme integrity and ability to identify area of improvement are immeasurable. Jay’s focus is always on the value proposition to his clients. He guarantees he will pay for himself in your engagement while bringing supportive resources to your business. "

Martha Bowers – Bowers Group

"Irving Katz is a talented Family Business Coach. With his insight, he has captured the essence of why so many family businesses fail and what it takes for them to succeed. HE lays out for the reader a simple step by step process a business owner can use to be a guiding light. Irving is talking directly to the business owner in his book, as he has done for so many of his clients and peers he has mentored. "

Nate Sachs, Founder - Blueprints for Tomorrow

"From my first encounter with Irving Katz to my latest, I have been continually impressed with his thorough knowledge of business strategies to grow my business. He is dependable, trustworthy and the most astute Family Business Coach I have met in all my years in business. I will continue to utilize his expertise so my wife and I can look forward to enjoying our future together. "

Gary Sandoval, CEO - Everest Sales & Solutions, Inc.

Exit Plan of Orange County | Coto de Caza, CA

Jay McDowell, Certified Coach, MBA, CExP
(949) 422-1167
Jay@ExitplanOC.com

What’s Your Exit Plan?

Why an Exit Plan?

The exit/transition of your business is most likely the single biggest financial event of your life.