Strategic Services / Exit Planning
Exit Planning That Gives Owners Options
Exit planning prepares a founder for the day they leave the business, whether that means a sale, an internal transition or an employee ownership structure. Pagac works backward from the owner's goals: the value needed, the timeline, the tax strategy and the transition period that protects the business after the owner steps back.
What is an exit plan, exactly?
A written picture of the owner's financial goals, the value the business must produce to meet them, the timeline, the tax strategy around the transfer, and the transition that keeps the business healthy after the owner leaves. It is revised as facts change.
An exit plan answers one question in detail: what has to be true, years from now, for the owner to leave on their own terms?
How is an exit different from a sale?
A sale is one exit path. An exit plan considers all of them, including gradual transitions, internal successions and employee ownership, and it can prepare the business for a sale even when the owner has not decided to sell.
The plan is built around the owner's goals first, which is what makes the eventual exit a choice rather than a response.
What should owners prepare years, not weeks, in advance?
Clean, normalized financials; documented systems; reduced dependence on the founder; resolved key-person risk; and tax positions that were planned rather than discovered at closing. All of these take time, which is the resource an early start buys.
Transactions are negotiated faster, and at better terms, when the business arrives ready.
Exit planning trades urgency for options: the earlier the work starts, the more paths remain open when the owner is ready.
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Exit Planning works best as part of a coordinated relationship. Start with a consultation and we will map the right scope to your business.