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Exit Strategy Services

Exit Planning assists business owners define, determine, and realize their exit objectives.

exit planning process

With proper exit planning, a business owner can take the necessary steps in advance to maximize after-tax value when the day of exit ultimately arrives, whether it be for retirement, sale or unfortunate event.

The Potomac Company works with a team of expert advisors to guide you through planning an exit well in advance of an ownership change. There are a number of advisors who can help you work through the Exit Planning process. Some of them you may already retain in the day-to-day operations of your company. For example, your accountant, financial planner and business attorney may have sufficient experience to be a valuable part of your Advisory Team. If necessary, our financial advisors can provide you with referrals for these experts.

the potomac company works with a team of advisors to:

  • Help you determine and quantify realistic exit objectives
  • Determine not just value, but a likely sale price for your company
  • Create or enhance the value drivers in your company
  • Expedite the sale process by avoiding mistakes and solving problems
  • Level the playing field so that the buyer’s advisors don’t outperform yours
  • Minimize or eliminate your taxes on the sale proceeds
  • Design and implement wealth transfers to subsequent generations
  • Tell you when you are not ready to sell your company

Exit Planning is a deliberate and thoughtful process that business owners use to leave their companies on their terms and schedule. It is a comprehensive process tailored to your particular goals and objectives.

The Potomac Company and your team of advisors will assist you in asking the right questions to formulate and execute the most effective Exit Strategy to maximize the value received from your transition. If you cannot answer yes to the following seven questions, contact us today for a no-cost consultation on the exit planning process.

  1. Do you know your exact retirement goals and what it will take in cash to reach them?
  2. Do you know how much your business is worth today, in cash?
  3. Do you know the best way to maximize the income stream generated by your ownership interest?
  4. Do you know how to sell your business to a third party and pay the least possible taxes?
  5. Do you know how to transfer your business to family members, co-owners, or employees while paying the least possible taxes and enjoying maximum financial security?
  6. Do you have a continuity plan for your business if the unexpected happens to you?
  7. Does your family have financial security if the unexpected happens to you?


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