Leave on your terms
A way out of the business. A way into your next chapter.
Your exit does not have to mean selling everything tomorrow. Start with the life you want, then compare the routes that could get you there.
Request a Fit CallWhat needs to be true before you can step back?
01
Compare your options
Consider a third-party sale, a family transition, a management buyout or a staged change in ownership. Each comes with different funding, timing and relationship questions.
02
Connect the business and the household
Map your income needs, other assets, debts and family commitments. Identify how much your future depends on proceeds from the business.
03
Prepare the people
Clarify leadership, ownership expectations and responsibilities. Bring your accountant and lawyer into discussions before promises become commitments.
04
Plan for the unexpected
Review what happens if illness, disability or a death forces an early transition. Keep ownership agreements, protection and estate intentions aligned.
The path to work through
The exact scope and responsible professionals depend on your situation and the engagement agreed.
- 01
Describe life after the business
- 02
Compare transition routes
- 03
Identify financial and people gaps
- 04
Coordinate the professional work
- 05
Review as your business and life change
A useful first conversation starts with
- Who might take over the business
- Your preferred timing and ongoing involvement
- The family and business priorities you want respected
No documents needed in the first message.
Questions you may have
What if I want the business to stay in the family?
A family transition needs a willing successor, a funding plan and clear expectations. Your lawyer and accountant should assess the ownership and tax structure before you act.
Does exit planning include my retirement?
It should. The exit route, what you receive and your future income needs belong in the same discussion.
Clear roles. A coordinated process.
Your M&A team
M&A lead
Glacier Financial
Your first point of contact for buying, selling and exit planning. Glacier leads the process and coordinates the business decision with your personal plan.
Accounting partner
Multitax Services
Accounting and tax work for your business transition, within the scope agreed with their team.
Visit their websiteLegal partner · VS Law Professional Corporation
Vikas Sharma
Legal advice and transaction documents under a separate legal engagement.
Visit their websiteEach professional is responsible for their own services. Scope, fees and any referral arrangements are explained before you engage them. Your information is shared with another firm only with your permission.
Your next step
Start with a conversation.
Tell us what you are considering and where you are in the process. We can discuss the fit, the people needed and the next step.
Keep your first message general. Please leave out financial statements, client names and deal documents. A secure document process and any needed confidentiality agreement should come first.
A first conversation is not an engagement to buy or sell a company. The provider, role, scope and fees must be agreed in writing before work begins.
Explore the rest of your next chapter
Business transactions, retirement planning and investment services can involve different providers and engagements. Confirm who is responsible for each service before proceeding. Legal, tax, valuation and financing work belongs with the appropriate professionals. No transaction outcome, sale price, financing or investment result is guaranteed.