Exit Planning

The relationship you need to take you where you want to go

Get the advice you need to chart a healthy transition for your business. Because our firm has been serving businesses for over 90 years, we understand the importance of creating and implementing a strategy that allows you to exit your business on your terms. Inevitably, the time will come when your business will have to change hands. Planning for this transfer will help maximize the value you receive and increase the likelihood of the business surviving the ownership transition. Putting together a transition team and a plan will help you unlock your business’s value. Effective exit plans take time, so begin planning now. Your Hantzmon Wiebel team has the experience and expertise to help you take the next right step.

 

Services:

  • Value acceleration
  • Strategic planning
  • Risk reduction
  • Exit options analysis

Meet The Team

Chris Brubaker CPA in circle with grey brick background

Christopher C. Brubaker has more than 20 years of public accounting experience and joined Hantzmon Wiebel in 2008. He enjoys finding creative solutions to help his clients solve problems and reach their goals.

Mark Wheeler CPA in circle with grey brick background

Mark P. Wheeler joined Hantzmon Wiebel in 2012. Mark enjoys helping clients solve problems and plan for the future by creating solutions for their businesses. He has a particular knowledge in business valuation for gifts, estate, sales, management planning, and Employee Stock Ownership Plans (ESOPs).

Related Articles:

 

Succession Planning Requires Smart Strategies

Succession Planning Requires Smart Strategies

Succession planning is important in any business, but it is sometimes overlooked in family-owned operations. This is a big mistake. There are many family-run companies that no longer exist because of a poor succession plan or none at all. Begin the Conversation The...

Valuing ESOPs

Valuing ESOPs

Employee stock ownership plans (ESOPs) provide tax-saving opportunities for business owners who want to cash out and transfer ownership to employees without immediately giving up control of the business. However, valuing stock held by an ESOP is an ongoing challenge...