Our Value Acceleration/Exit Planning team Delivers on the Promise by being your trusted advisor by delivering a robust exit plan that allows you to exit your business on your own terms and likely with greater value.

With so many tasks competing for a business owner’s time, it’s no wonder that exiting the business one day seems like something to deal with later. Still, exit planning can be one of the most exciting and financially rewarding activities a business owner can undertake. When done correctly, it can increase the value of the business while planning for your future wealth.

An exit plan is a comprehensive roadmap that addresses all the business, personal, financial, legal and tax issues involved in selling your privately–owned business. Its purpose is to ensure the survival of the business; to preserve wealth for your family; and to provide continuity to your employees, customers and vendors.

Skoda Minotti expertly guides business owners through the entire process. Our multi-disciplinary team eliminates the need for multiple sources with in-house capabilities to meet all of your needs including:

  1. Business Valuation
  2. Financial Planning
  3. Estate Planning
  4. Insurance Planning
  5. Tax Structuring
  6. Due Diligence
  7. Wealth Management

We’re one of few firms offering Value Acceleration/Exit Planning services under the leadership of a Certified Exit Planning Advisor (CEPA) and his team. This rare distinction means our clients have access to the deeper knowledge and client service a specialized team can offer.

The outcomes have proven that business owners will leave with greater wealth, pay less in taxes, retain more influence and have a smoother transition than if left to chance. Skoda Minotti has the knowledge and experience to develop your exit plan.

We also welcome you to download our free e-book, Exit Planning: Key Steps to a Successful and Profitable Exit.

Additional Exit Planning pages:

Questions? Contact Michael Trabert by filling out the form below.

Questions? Contact Michael Trabert:

Michael Trabert / CPA / CVA / CMAP / CEPA / CM&AA