Exit & Succession Planning

Money in the shape of arrows

You’ve worked hard to build a successful business. You need to plan for a successful retirement, as well, with a well-designed exit plan.

Your net worth and future income depends on the value of your business, whether you plan to sell it or pass it along to the next generation. As you look towards your future, succession planning is the key to growing and getting the most out of your business.

Concannon Miller’s Exit Planning Team includes Certified Exit Planning Advisors, Certified Value Builders and Certified Valuation Analysts. We deliver outstanding depth and breadth of skills in business value building, tax planning and business valuation.

We can help you exit your business on your terms – both with the money you need and honoring the legacy you want to leave behind.

Why Work with a Certified Exit Planning Advisor

Certified Exit Planning Advisors help to identify, protect, build, harvest and manage wealth to assist business owners and their families through an ownership transition.

The CEPA program was specifically designed for business advisors who work closely with owners of privately-held companies, and is the most widely accepted and endorsed professional exit planning program in the world.

Certified advisors undergo an intensive 4-day executive MBA-style program, including 100 hours of pre-course study, 30 hours of classroom instruction, and the successful completion of a 3-hour proctored exam.

Exit & Succession Planning Services

  • Strategic Exit Planning
  • Strategic Business Growth Planning
  • Business Valuations
  • Business Tax Planning
  • Estate & Trust Services

The Value Builder System

In the next 10 years, it’s estimated that 4.5 million businesses will be put up for sale. But currently, 70 to 80% of businesses that go to market don’t sell, largely because they’re not attractive enough.

How can you get top dollar for your business? We use the tested and trusted Value Builder System to help business owners discover steps to improve their business value. Improving your Value Builder Score may more than double your pre-tax sale price.