Exit Planning

For most business owners, your companies are your babies. Just like your own children, you pour all you can into your company so that when they become independent from your guidance, they can stand on their own. That means when the time comes to step away from your business you can leave knowing it will succeed. One of the best ways to achieve that for a business is to devise an exit plan.


An exit plan is a strategically designed blueprint to sell your business for maximum profit or possibly even to cut your losses. Whichever side of the fence you fall on with your business the best way to achieve exodus is to work with a Certified Exit Planning Advisor.


George Orefici holds the Certified Exit Planning Advisor (CEPA) designation and leads our Four Tier Financial Group Exit Planning team. George is well prepared to help you make informed decisions about your exit. He’ll ask the questions to garner the goals you have in mind, both personally and professionally.


Timing is everything when it comes to selling your business. The process should begin 3-5 years ahead of when you are considering an exit. With ample time, an action plan can improve the value of the business as well as the sales multiple. This can help the business to sell for the maximum price. However, sometimes circumstance will determine the timing.  Perhaps the economy slows during a recession, there’s increased competition in the market place, or the illness of a business owner or family member. You’ll need to protect against the 5Ds: Death, Disability, Divorce, Disagreement and Distress.  Your business needs to be exit ready from day one.  We can help you prepare for life’s unexpected circumstances and decide when the best time to move forward with selling your business. Our guidance can offer solutions, including ways to help minimize your tax bill after the sale of your company.