Business Exit Strategies


As a successful business owner, you've spent years turning your vision into a successful enterprise but have you considered your exit strategy? For many entrepreneurs, the idea of their business operating without them is difficult to digest but preparing for that day is essential. With the right plan in place, you'll avoid unnecessary taxation, retire with the most cash in your pocket, and make a smooth transition when the time comes. Getting started is the hardest part so when you partner with Portia Haggerty CPA, we'll help you take the first steps and then walk you through the entire process. With us leading the way, preparing for this important time in your life will be both financially rewarding and tax-efficient.

Designing an exit strategy brings up lots of questions. How much is my business realistically worth? Should I sell the business or transfer it to a family member? How can I minimize the tax implications? As your trusted advisor, we'll help you get answers to all of your questions and work together to create the right exit strategy for you. Our team will analyze your complete financial situation, assess the current state of your business with a valuation, and then clearly explain all your best options. We'll patiently help you consider what you hope to achieve moving forward and pursue a plan that coordinates with your long-term wealth goals and personal priorities.

Exit and Retirement Planning

We will constantly look for ways to reduce tax exposure, track how close you are to your exit plan, and adapt your route. It's never too early to get started! Call 281-313-2662 or request your Discovery Session online now.

  • Getting your business ready to sell
  • Determining all of your exit options
  • Identifying ways to increase the value of your business
  • Proactive tax planning
  • Aligning personal, financial, and business goals
  • Business continuation strategies
  • Personnel and staffing considerations
  • Succession planning
  • Retirement and estate planning

Ready to Get Started? Get a Strategy Session

Get in touch with us today to find out how Portia Haggerty CPA can help you reach your financial goals.