Our Strategy

Creating an effective Exit Plan requires a thorough examination of the current state of your business, your personal financial situation and future needs, wants and expectations. Heritage will begin by asking the right questions to gain a thorough understanding of how you envision your post-exit future. Then, based on our expert insight into your business, your industry and the marketplace outlook for your firm, we will create a strategy that helps you get to where you want to be. Our process includes:

Determining the Value of the Business

While a higher value is preferable in most circumstances, Heritage can use sophisticated strategies to obtain a higher sale price for even those firms with lower valuations. Additionally, Heritage can help increase the value of your business while protecting your investment by maximizing the industry-specific value drivers that can improve your sales price.

Determining Your Personal Goals

Your personal goals and financial needs will affect to whom and how you will sell your business. For example, those business owners requiring a lump-sum payment will fare well by attracting a number of outside bidders who will drive up the sales price. Alternatively, business owners looking for a continual payment stream may offer to carry a note for an outside buyer or key employees. Those business owners hoping to leave a legacy will benefit from Heritage's sound succession planning strategies. No matter how you approach your exit, Heritage can devise a strategy to maximize the value of your business.

Enhancing and Preserving Wealth After the Sale

Typically, post-sale personal goals differ dramatically from pre-sale goals. Heritage can help create a comprehensive financial and estate plan so any financial assets acquired through the exit planning process are secure and can be passed to your heirs as you choose.