Business Exit Planning

Unlike most brokers or investment bankers, we don’t just look to rush your business to market.  We have the experience to compare and analyze, develop and ultimately execute your exit plan through all potential avenues.  This means you get the right exit strategy for you. 

Our leadership in this area is well known and is a focus of our speaking engagements, including tax efficient buyout structures, proper employee buyout methodologies (why they are always done wrong), and investigating all of your exit options.  

Our Core Expertise

Transfer to Heirs/Family

 A structure that shifts ownership to the next generation in a manner that:

  1. Ensures the health of the business.

  2. Takes care to maintain your personal standard of living.

  3. Minimizes all points of taxation. 

  4. Protects the next generation of owners. 

Key Employee Buyouts

We bring a significant expertise and a unique process to this exit option where we blend the structures, cash flow focus and tax savings of Estate Planning and couple them with transaction structure expertise, investment banking financing knowledge and operational history to craft a structure that is truly a win-win for both the buyers and sellers. 

Sale to a Known 3rd Party

In these controlled sales, we lead our clients through all aspects of negotiations on price, terms and taxation with an emphasis on getting the best deal possible…not just the best price.   We take leadership from day one, all the way through due diligence, contract negotiations, closing and even post-closing aspects.

Marketing a Business

Our sister company, The Churchill Group has amazing experience in this area, with our founders alone having closed nearly $10 Billion in deal value.  We focus on creating the most energy from a wide range of buyers including industry players, private equity and family offices.  We help you select the best buyer for your personal situation (which may not be highest price).   And similar to Sale to a Known 3rd Party, we lead the client all the way through – focusing on getting the best deal possible.

Equity Access Today

Business owners struggle between making sure there is enough capital for growth and pulling out equity value to diversify risk, with the struggle often leading them to focus on what they know - leaving all their financial "eggs" in one basket.  We have a financial strategy that allows you to access your Goodwill value today and redeploy that stagnant asset so you can start getting a return today.  The intent of this structure is to increase your personal net wealth and take risk off selling the business in the future to achieve your financial goals.  Owners of operating businesses usually have to wait until they sell to get access to this “goodwill” asset.  

306 240th Pl SE, Sammamish, WA 98074  |   425-837-5419  |   chad@blevinsfinancial.com