For Business Owners
Exit Planning & Business Transitions
At The Weddle Team, we know that transitioning your business is a major milestone.
Whether selling, retiring, or passing it on, we offer guidance and experience to help you plan for a smooth and well-thought-out transition.
By The Exit Planning Institute
The Value Acceleration Methodology™
A well-executed exit plan safeguards your financial future while preserving the legacy you’ve built. Our exit planning and business transition services happen in 3 steps:
Image credit The Exit Planning Institute
The Value Acceleration Methodology™ is a planning framework intended to help business owners explore strategies for aligning personal, financial, and enterprise goals. This methodology does not guarantee specific business outcomes or financial results. All business transition strategies involve inherent risks and uncertainties, and outcomes will vary based on individual circumstances. The information provided herein is for general informational purposes only and should not be construed as personalized investment or business advice. Advisory services are provided only through formal agreements with a registered investment adviser.
1
Discover
2
Prepare
Conduct 90-day sprints designed to achieve business and personal / financial milestones.
3
Decide
- Grow: Keep the business & move to advanced value acceleration
- Exit: Initiate desired exit option
Maximizing Value & Minimizing Risk
Tailored Exit Strategies for Business Owners
Reduce Risk & Tax Exposure
A strategic approach can be used to address potential risks and tax considerations associated with ownership transfer.
Provide Expertise in Negotiation &
Deal Structuring
Guidance is available throughout the sale process, with an emphasis on evaluating terms and potential outcomes.
Support Long-Term Financial
& Estate Planning
Collaboration with legal and financial professionals offers insight into strategies for managing wealth and planning ahead.
Design Business Value Maximization Strategies
Financials, operations, and market positioning are reviewed to support valuation assessments.
Coordinate a Smooth Transition
In situations involving a third-party sale, family transition, or internal succession, planning efforts are tailored to reflect the priorities of the business owner.
KFAS and its representatives do not provide tax advice. Any discussion of tax matters on this website is for informational purposes only and is not intended to be relied upon for tax planning. Clients and website visitors are strongly encouraged to consult with a qualified tax professional regarding their specific tax situation.
Resources for Exit Planning
Owners, entrepreneurs & enterprises
Who We Help
Business Owners Looking to Sell
Whether you’re ready to sell now or planning for the future, we help position your business for a successful sale.
Entrepreneurs Seeking Succession Planning
We develop structured succession strategies to ensure a smooth leadership transition.
Family-Owned Businesses
Navigating family dynamics in business succession requires careful planning—we help create a roadmap that benefits all stakeholders.
Companies Exploring Mergers & Acquisitions
If you’re considering a merger, acquisition, or partnership, we provide advisory services to maximize value.
