What is exit planning? - Purpose First Advisors

Exit planning is the process of understanding the business owner wants to leave their ownership position. The focus is on how the business asset will be sold to a new owner(s), transferred to a family member(s), or dissolved in an orderly fashion, as well as the timeline for this process. Key elements include business valuation, financial planning, tax strategies, legal considerations, and sourcing buyers.

Christy’s keen ability to identify my actual needs and focus me on the critical aspects of my business has been transformative. She’s provided insights and asked probing questions that emphasize the importance of planning with the end in mind.
Stephanie Haenchen
Owner, Pace Marketing
Christy’s coaching has has been instrumental in elevating my business to new heights. Her ability to facilitate strategic conversations has been transformative, helping me identify opportunities, overcome obstacles, and refine my business strategies for optimal results.
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Owner, Peak Leaders Collective
Christy took the time to assess my business model, understand my goals, and identify areas for improvement. What impressed me most was her ability to provide tailored strategies that were practical and immediately implementable.
Sue Bailey
Owner, Celebrating Life Cakes

Stephanie Haenchen

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Sue Bailey