Read about Avidian’s acquisition of Equistar Wealth Management and our unparalleled client service in Austin here.

Close button

Exit Planning Strategies

Plan for a smooth transition of your business.

Schedule a Conversation

Whether you’re running a start-up, a family business, or a long-standing company, implementing exit planning strategies is an essential part of the process for any business owner. Having a plan in place before you leave can help protect the financial security and success of your business, and ensure a smooth transition of ownership or operations.

Unfamiliar with what an exit strategy is in business? An exit plan is a comprehensive plan that outlines the steps for when you’re ready to sell or transfer your business. It includes a number of legal and financial considerations, as well as strategies to maximize the value of your business and ensure that your wishes are carried out.

Between determining the value of your business in the present day, deciding how to transfer it when you’re gone, and managing the finances of the business during the transition, the process of creating an exit plan can be daunting without the help of a trusted financial advisor, like those at Avidian Wealth Solutions.

Avidian is a fiduciary wealth management firm offering high-net-worth business owners and entrepreneurs access to a comprehensive suite of financial services. To learn more about how we can help you with your exit and succession planning services, schedule a conversation with us today!


Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

Featured In

Why partner with Avidian Wealth Solutions for your exit planning strategy?

Access to a suite of financial services tailored to business owners

At Avidian Wealth Solutions, we understand the unique challenges and complexities that come with running a business, and offer holistic financial services designed to navigate these complex problems. This often includes assessing the current financial health of the business and the owner’s financial situation and identifying financial goals and objectives related to the exit, such as desired sale price, retirement income needs, and estate planning.

Our comprehensive suite of services is not just about preparing for your exit, but also about maximizing your enterprise’s value and ensuring its continual growth through services including:

When you partner with us, your business isn’t just another account — it’s a legacy that we’re committed to preserving and growing.

Professional executives having a meeting in Texas

Evaluate and optimize your business’s current value

Exit planning isn’t just about preparing your organization for when you leave — it’s also about setting up the business to maximize its value in the long run. This could include assessing and building up your competitive advantage, increasing profitability, creating a buy-sell agreement, and improving operational processes.

Avidian Wealth Solutions can help you identify areas of improvement for your business, work with business valuation experts to determine the business’s fair market value, and develop strategies that work to amplify its value so that by the time you’re ready to leave, your company is in the best possible shape. We’ll work with you to develop a comprehensive exit plan that aims to set you and your business up for success.

Businessman talking on the phone

Assist with exit strategy selection

Avidian can help business owners evaluate exit options like selling the business, passing it on to family members, merging, or going public. We can provide financial analysis and guidance to choose the best strategy for you.

We also work with you to determine the best timing for your exit, taking into account market conditions and potential tax implications, and assist with implementing the chosen exit strategy by coordinating with legal and financial professionals for a smooth and efficient transition.

Older businessman shaking the hand of his successor

Reallocate your investment portfolios before sale

Avidian can create and manage investment portfolios with the goal of maximizing the value of the business and personal assets leading up to the exit.

This can involve optimizing the business’s financial performance and investing the proceeds in a diversified portfolio, as well as diversifying the owner’s investment portfolio to reduce dependence on the business’s performance. This diversification can offer financial security in the event that the exit takes longer than anticipated.

Advisor sharing private investment opportunity with client

Bring alignment to 3 critical areas of your finances

For an exit strategy business plan to be successful, your personal, financial, and business goals all need to be aligned. Your exit plan should support your personal goals for life after retirement, consider whether your business will be transferable and viable without you as the owner, and plan for financial stability while you are still running the company.

At Avidian Wealth Solutions, we understand the connection between these three areas and strive to bring harmony to your exit and succession planning strategies. Whether you need step-by-step instructions on how to plan an exit strategy or need help aligning your exit planning strategy to your retirement planning strategy, our team of experienced financial professionals can help you craft a plan that is tailored to your unique needs and goals.

Smiling businessman posing with his suit

What are the key elements of an exit strategy?

Understanding what makes an exit strategy work is critical to planning a successful transition and choosing the right type of exit strategy for your business. These key elements can include:

  1. Identification of Exit Objectives: This involves defining what you hope to achieve with your exit strategy. It may include objectives such as maintaining the legacy of the business, achieving a certain financial goal or revenue target, or planning for the business to continue to thrive in your absence.
  2. Understanding the Types of Exit Strategies: There are several types of exit strategies that business owners should consider. Including but not limited to selling the business to an outside party, passing the business to a family member, or even dissolving the business entirely.
  3. Building the Value of the Business: To maximize the potential financial returns from your exit, it is crucial to understand the factors that drive the value of your business and work to enhance these.
  4. Tax Considerations: No matter the type of exit strategy chosen, there will likely be significant tax implications. Understanding and planning for these potential tax liabilities is vital to any successful exit strategy.
  5. Succession Planning: This involves identifying and training a successor to take over the business when you leave, and is crucial to ensure a smooth transition of leadership.
  6. Legal and Financial Preparation: This includes the (often extensive) necessary legal and financial measures to facilitate the exit. It may involve preparing financial statements, legal documents, and other necessary paperwork.
  7. Contingency Plans: Lastly, it’s always important to have a backup plan in case your primary strategy doesn’t work out. Whether due to market conditions, a change in personal circumstances, or other unanticipated factors, you need to know what to do when something goes wrong.

Keep in mind that the choice of exit strategy will depend on a variety of factors, including the nature of the business, the owner’s financial situation and personal goals, and market conditions. Talk to one of our advisors to help inform your decision-making in choosing the most suitable exit planning strategies for your situation.

Contact us

Schedule a Conversation

Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*