Exit Planning

Start the Next Chapter of Your Life by Reaping the Rewards of the Value You've Built

You’ve worked hard to build and grow your business, and it hasn’t always been easy.  You’ve taken calculated risks and made tough decisions.  Now you’re ready to plan for selling your business and getting started on the next chapter in your life.  But it has to be done right.   You want maximum value, with a deal structure that lets you exit on your terms.  But you also need to keep it quiet.  You have employees, customers, creditors and vendors to think about, not to mention your competitors.  This is a major decision. Who can you trust to help you achieve your goals?

For more than a decade, InTune Business Advisors LLC has helped clients discover, assess and capitalize on opportunities.  Led by James A. Loeffler, a CPA, CFE, MBA and CSSBB with more than 25 years of experience, we offer a full range of exit planning services.  We work with attorneys, wealth advisors, tax accountants and other CPAs, and other subject matter experts to help you achieve your exit goals.

Strategic Assessment  

The first step is a strategic assessment to identify strengths, weaknesses, opportunities and threats.  We consider historical financial performance, growth potential, industry, relevant markets and competition, risk and other factors.  Our business assessment also includes anticipating buyer questions about your operations, including sales and marketing, production and other areas that drive your business.  While our CPAs are well-versed in standard valuation methodologies, pricing will ultimately be determined by the market:  The number of qualified buyers we bring to the table.  The more we understand your specific business, the better we can serve you by finding a higher number of qualified buyers who will compete for your business.

Marketing and Buyer Qualification 

You have competitors in your industry.  Those aren’t the companies you want competing to buy what you’ve worked so hard to build.  At best, they’ll low-ball you.  At worst, they’ll drag the process out, taking you away from focusing on your business before they ultimately walk away.  Instead, while you focus on growing your company, we’ll focus on growing the list of suitors who should have a strategic interest in what you have to offer.  This is where our strategic assessment and research on the buyers gives us tremendous insight and leverage.  We will search outside of your industry and even outside the United States to bring the right buyers to the table.  Of course, we require any qualified buyer who meets your approval to sign a confidentiality agreement before they see any information beyond a general teaser.

Deal Structure 

You want top dollar for your business, but you also want to minimize taxes.  Perhaps you’re willing to stay on for a limited time to assist with the ownership transition.  We consider these and other factors when negotiating and structuring the deal.

Selling your business is not like selling your home.  It is perhaps the biggest financial decision you will ever make, and you have to get it right.  We want to make sure you have more and better options, so that you can make the best decision.

Our job is to get the maximum value on your terms in a way that allows you to focus on running your business.