Exit Planning 2018-10-28T18:08:41-07:00

Exit Planning

Succession & Transfer Planning

When trying to exit your business, it’s imperative that you are taking the right steps to make it as smooth as possible to ensure financial safety now and for years to come. Exit planning is no easy feat and should start well in advance. Our professionals at Meridian Advantage are extensively trained through BEI to walk you through the process on your own terms to reach your own objectives and goals.

Exit planning is a straightforward yet complex process that creates an exit plan specific to your business, no matter the size and your objectives. Whether you’re quantifying your resources or making the official transfer of your company, we know what it takes to make sure every step is completed correctly and efficiently. Our exit planning professionals work to create and implement your personalized plan that you fully understand and are comfortable with – all the way through the very last steps.

Industry Experience

We have experience working in a broad range of industries, businesses, and services including (but not limited to): construction, real estate, energy, transportation, manufacturing, retail, medical, entertainment, gaming, professional practices

  • Certified Public Accountant (CPA)

  • Certified Valuation Analyst (CVA)

  • Accredited in Business Valuation (ABV)

  • Certified in Financial Forensics (CFF)

  • Certified Fraud Examiner (CFE)

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