Exit Planning is Smart Business Strategy
Guiding business owners to maximize value, minimize taxes, and achieve a successful transition — on their terms.
At Clear Advice, we are passionate about providing clear objective advice to privately held business owners navigating the complexities of succession and exit planning. As Certified Exit Planners with three generations of expertise advising business owners, we specialize in helping you unlock the value trapped within your business.
As facilitators, we guide you through a fully customized process designed around your unique priorities and goals. We work with you to design and implement a written plan and ensure you have the right team in place to achieve a successful exit.
With Clear Advice, you gain a trusted partner to help you navigate the process with precision and confidence. Our three-step process—Build. Protect. Monetize. — ensures your legacy is preserved.
Take the Exit Assessment Quiz
Our 20-question exit assessment is your starting point. This tool helps uncover opportunities, obstacles, and areas that need attention based on your specific goals. From there, we’ll work with you to develop a personalized plan and assemble the ideal team of experts to move the process forward. Together, we’ll help you take control of your exit, ensuring a smooth, successful transition maximizing enterprise value while aligning with your priorities.
Building Your Exit Team
We believe in a collaborative approach, working directly with you and your key advisors to facilitate a customized exit strategy. By leading the process, our goal is to help you reach the finish line with maximum value and minimal taxes.
Business Exit Roadmap™
A well-structured exit plan creates clarity, strengthens operations, and drives growth, positioning your company for long-term success—whether you plan to transition ownership soon or further down the road.
Business Exit Roadmap Services
- Facilitating the Exit Planning Process
- Identify Exit Paths and Successor
- Benchmarking Business Value
- Developing a Written Exit Plan
- Collaborating with your Exit Team
- Pre-Transaction Planning
- Succession Planning
- Insurance & Risk Management
- Post-Business Income Needs Analysis
- Tax Optimized Asset Deployment
Exit on Your Terms. Before the Market Decides for You.
Your business is likely your most valuable asset – don’t leave your exit to chance. The right plan and the right team ensure you maximize value, minimize taxes, and transition on your terms. – Schedule a Free Business Exit Strategy Audit.
