Exit Planning Advisory Team

Successful exit planning requires a team of experienced professionals. Learn about the key advisors you need and how to build a world-class advisory team for your business exit.

Essential Exit Planning Advisors

Certified Exit Planning Advisor

Coordinates the overall exit planning process and helps develop comprehensive exit strategies.

  • • Strategic exit planning
  • • Value maximization strategies
  • • Timeline and process management
  • • Team coordination
Learn More
Investment Banker

Manages the transaction process and helps achieve optimal valuation and terms.

  • • Business valuation
  • • Buyer identification
  • • Transaction negotiation
  • • Deal structuring
Learn More
M&A Attorney

Handles legal aspects of the transaction and ensures proper documentation and compliance.

  • • Legal due diligence
  • • Transaction documentation
  • • Regulatory compliance
  • • Risk mitigation
Learn More
Tax Advisor

Optimizes tax efficiency and structures transactions to minimize tax implications.

  • • Tax planning and optimization
  • • Transaction structuring
  • • Compliance management
  • • Post-transaction planning
Learn More
Wealth Manager

Manages proceeds from business sale and coordinates with overall financial planning.

  • • Post-exit wealth management
  • • Investment planning
  • • Risk management
  • • Estate planning coordination
Learn More
Insurance Professional

Provides risk management solutions and insurance coverage for the transition process.

  • • Key person insurance
  • • Transaction insurance
  • • Personal risk management
  • • Estate planning insurance
Learn More

Building Your Advisory Board

Why Advisory Boards Matter

A strong advisory board provides strategic guidance, industry expertise, and valuable networks that can significantly enhance your exit planning process and business value.

Strategic Guidance

Independent perspective on strategic decisions and exit planning options.

Industry Expertise

Deep knowledge of industry trends, market dynamics, and best practices.

Network Access

Connections to potential buyers, partners, and other valuable relationships.

Credibility Enhancement

Respected advisors enhance business credibility with potential buyers.

Learn How to Build Your Advisory Board
Advisory Board Best Practices

Composition

  • • 3-5 members for optimal effectiveness
  • • Mix of industry and functional expertise
  • • Independent, non-conflicted advisors
  • • Diverse perspectives and backgrounds

Structure

  • • Quarterly meetings minimum
  • • Clear roles and expectations
  • • Formal advisory agreements
  • • Appropriate compensation structure

Engagement

  • • Regular communication and updates
  • • Access to key business information
  • • Involvement in strategic decisions
  • • Performance evaluation and feedback

Build Your World-Class Advisory Team

The right advisory team can significantly enhance your exit planning success and business value. Get professional guidance on assembling and managing your exit planning advisory team.