Exit & Family Succession

Simplified Exits with Expert Guidance

On average, most owners only exit a business once in their lifetime. It is often a brand-new experience with a series of decisions that can greatly alter the outcome. Wessel & Company can provide a blueprint by initiating a planning process and deciding an exit date. We can acquire independent, objective professionals to help maximize the sales value or succession strategy in addition to planning the post-sale tax impact.

Generally, the shorter the planning time frame, the less profitable the sale may become. Time enables you to refine operations to maximize value, allows owners to remove themselves as much as possible from the day-to-day operations, and provides time to let a tax strategy unfold especially if gifting is involved. Let us simplify your business exit journey and guide you toward a successful transition.