Exit Planning/Succession Planning

It’s not just your business, it’s your life.

If you are like most business owners, your business means everything to you. This is why it’s vital to plan ahead and maximize the value of your business now. If you want to achieve the optimum outcome, here’s step one: consult with a Certified Exit Planning Advisor (CEPA).

Why do you need an exit plan now?

Exit planning is a process – not an event. The key to a well-planned exit strategy is to maximize the value of your business today to ensure your personal financial freedom and peace of mind.

During the “boomer retirement” years ahead, business owners will face greater competition for quality buyers. What’s more, changes in tax laws and regulations may limit your exit options in the future. The best way to deal with these concerns is to develop a strategic exit plan that maximizes business value, identifies needs and opportunities, and meets your personal and business goals.

To ensure a smooth, successful transition you must be proactive, not reactive. Yes, you can control your own destiny.

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Why should you use a Certified Exit Planning Advisor (CEPA)?

CEPA professionals can help you achieve value acceleration.

CEPA professionals must complete comprehensive training offered through the Exit Planning Institute (EPI). They are held to continuing education requirements and must abide by a strict code of ethical conduct that sets forth professional responsibilities to business owners, the public and their clients.

A CEPA can help you:

  • Articulate and align your personal, business and financial goals
  • Maximize your business value
  • Identify and capitalize on timing opportunities
  • Resolve key issues by using wise guidance and solutions

Davis & Hodgdon’s Managing Partner, John W. Davis, CPA, CEPA, CVA, CFP® recently earned the prestigious CEPA designation after completing the EPI program in Chicago, IL. He joins an elite group of advisors who have received this designation and is pleased to offer his 35 years of public accounting and business advisory expertise to clients.

John W. Davis, CPA, CEPA, CVA, CFP®

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