Business Exit Planning

Plan Your Exit with Confidence. Protect Your Legacy.

Exiting your business is one of the most significant financial decisions you’ll ever make. Whether you're preparing for retirement, selling to a third party, or passing the business on to the next generation, the right strategy can mean the difference between uncertainty and lasting success.

At Heritage Wealth Group, we provide comprehensive exit planning services designed to help you leave your business on your terms—financially secure and strategically sound.

What Is a Business Exit Strategy?

An exit strategy is a customized financial and operational plan that prepares you—and your business—for a smooth transition. It addresses ownership transfer, tax planning, valuation, and succession, while aligning with your personal and professional goals.

Our Exit Planning Services Include:

Business Valuation
Understand what your business is truly worth to inform smart decisions and negotiations.

Succession Planning
Prepare for a leadership transition—whether to family, partners, or key employees.

Sale Preparation & Advisory
Structure your business for sale to maximize value, reduce tax liability, and attract qualified buyers.

Tax Optimization
Strategically minimize tax exposure on the sale or transfer of your business.

Personal Wealth Integration
Align your exit with your broader financial plan to secure your retirement or next venture.

Why Work with Us?

Proactive Planning: The best exits don’t happen overnight. We help you plan early, so you’re ready when opportunity—or necessity—arrives.

Tailored Expertise: Every owner’s journey is different. We craft exit strategies based on your goals, timeline, and business structure.

Trusted Guidance: Our advisors bring deep financial, legal, and operational insight to support you at every step.

Start planning today—for peace of mind tomorrow.