Business Transition Planning

Peak Wealth Advisors offers business transition planning services to owners of closely-held businesses with revenues between $2 million to $40 million who are seeking to transition out of their business. We work together with you to maximize your company’s business value and provide you with guidance throughout the business transition process.

Our advisors work with business owners to develop a comprehensive written plan and action item checklist tailored to their specific needs. The plan acts as a roadmap for the business owner and their other advisors including the client’s CPA, business attorney and estate planning attorney. The plan will address the following areas:

Following the completion of the plan, Peak Wealth Advisors will lead the implementation of the plan and will coordinate the efforts of all other advisors involved in the process. The plan and action item checklist will be reviewed and updated periodically as business conditions change and as milestones are reached.  Third party specialists may be required to perform business valuations, appraisals, tax, legal and investment banking services. Peak Wealth Advisors will assist the business owner by identifying and recommending specialists as needed during the plan development and implementation phases.

 For additional information about our business transition services please complete and submit the form below or give us a call at (888) 231-3262.

Peak Wealth Advisors is a credentialed member of the Exit Planning Institute an association of professional business advisors providing exit planning services for business owners.  The Exit Planning Institute leads the exit planning profession by setting the highest standards of education, ethics, and professional excellence for advisors in the exit planning field.