408.839.1877 sam@sfbaycfo.com

Exit Planning

You worked hard to build your business.

Our Exit Planning Solutions help you protect the results.

A long term exit strategy is a key component of any well-rounded business plan. Yet many business owners get so focused on working in the business that they neglect to plan for how they will strategically get out of the business – protecting both their assets and legacy.

At SF Bay CFO we work with you to develop long term exit strategies and succession plans that fit your personal goals and circumstances. Our comprehensive 6-Step Exit Planning Process will ensure that you understand the options available, make informed decisions and put a plan in place for a successful transition.

Our 6-Step

Process results in a customized Exit Planning Solution that reflects your unique goals and desires.


Establish your Exit goals


Present Exit options / assist with decision


Measure Exit readiness


Provide insight on business value relative to Exit option


Identify your Exiting Owner type


Execute Exit Plan to achieve goals and protect illiquid business wealth

We have extensive experience in helping business owners safely and securely exit their businesses. Additionally, we have access to:

  • Ongoing Exit Strategy education and training
  • Updated planning tools and current industry resources
  • Transactional service providers such as M&A advisors, ESOP providers, business valuation professionals, tax experts and more