Services / Exit Planning

Planning to sell or step away? Get ready before you go to market.

For owners who plan to sell to an outside buyer and want to get the most value and the best terms when they do.

Already working with a broker? We’ll work right alongside them. If you don’t have one, we’ll connect you with a trusted specialist from our network.

What the plan covers

  • Exit vision and goals.
  • Personal, business and financial readiness assessments.
  • Professional valuation.
  • Gap analysis: value, profit and wealth.
  • A prioritized action plan to address what buyers will look for.
  • Transition strategy and timing, coordinated with your CPA, attorney, wealth manager and broker.

This is a good fit if…

  • You’ve had an unsolicited offer or a call from a buyer.
  • You’re thinking about selling in the next few years.
  • A competitor or peer in your industry just sold.
  • You want to know what buyers look for, or how a sale would be taxed.
Who you’ll work with

One of our senior advisors leads your engagement, and the BSP team supports it from start to finish.

Meet our team →
If this sounds like you

Questions we hear from owners

“How much is my business worth?
“We’re not sure what to do next.

Planning to sell to an outside buyer? Start with a Clarity Call, and we’ll show you where your business stands and what would raise its value before you go to market.

Book a Clarity Call

A free, 30-minute conversation with a BSP expert.