Strategies Backed By Insight and Integrity
Call Us: 561-347-8586

CFO Services - Exit Planning

How critical is a business owner having an executable exit plan. For owners to achieve their financial and lifestyle objectives nothing is more important... Nothing.

As the Business Owner can you answer the following questions?

  • When do you plan to exit your business?
  • At what valuation do you achieve your objectives?
  • What is your business worth today?
  • What growth rate do you need to achieve and maintain to reach your Exit Plan valuation?
  • What are the implications of a business sale?

At BFS, we help you understand your options for business exit strategies to enhance your value at sale and to monetize the value you have worked diligently to build:
  • Hand the business to the next generation
  • Management buy-out
  • Third-party sale – financial buyer or strategic buyer
  • Employee Stock Ownership Plan
  • Private Placement
  • Initial Public Offering

Consider the Facts:

  • Only 1.5% of all businesses in the U.S. reach $25 million in sales.
  • 50% of all business owners are emotionally but not financially ready to sell.
  • 50% of all business owners are within ten years of retirement and most have developed no “Exit Plan”.
  • 90% of all businesses listed for sale never sell.
  • 75% of all businesses handed down to the next generation fail

Schedule Consultation

To grow you need high-level financial information without having to have a full time CFO. Contact BFS to discuss whether or not hiring a part-time CFO makes sense for your business.


Mail: 6018 Buena Vista Court
Boca Raton, FL 33433
Call us: Office - 561-347-8586
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