It Takes a Team
Transform Your Business with Exit Plan of Orange County
You may have heard the saying that “It takes a village to raise a child.” Well, it takes a team of professionals to Exit or Transition a business if you want to maximize value and minimize taxes. No one, two or three professionals has the depth of experience to optimize your timing and outcome. We have put together a vetted Team of 5-Star seasoned professionals that have decades of experience in their areas of expertise and have seen and done it all.
As an Owner that is planning the Exit / Transition of your business, you need many or all of the following professionals:
- Business Coach / Exit Facilitator
- CPA
- Business Broker
- Valuation Expert
- Business Attorney
- Real Estate Attorney
- Trust/Estate Attorney
- Business Banker
- Third Party Administrator
- Investment / Wealth Advisor
- Life Insurance
