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Exit Planning

Plan now, retire on your terms.

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It’s inevitable—you won’t run your business forever. By establishing and implementing a business exit strategy long before you’re ready to retire, it may be possible to maximize your business’s potential value when you’re ready to sell or transfer it to an employee or family member. A successful exit plan can make your business more appealing to potential buyers or, if followed, help perpetuate the success of the business for an insider who succeeds you. Additionally, exit planning may be able to help you continue to live the lifestyle you’re used to in retirement.

The Role of an Exit Planning Advisor

Your Exit Planning Advisor helps establish your goals, offers exit plan recommendations, oversees how your plan is built, and heads your Exit Planning Advisor Team—a group of trusted, professional advisors necessary to create a holistic plan.

The Seven Steps of Exit Planning

  1. Set exit objectives and goals
  2. Quantify available resources
  3. Focus on business value
  4. Consider a sale to third party
  5. Transfer to insiders (co-owners, family members, key employees)
  6. Develop a contingency plan for the business
  7. Develop a contingency plan for your family

Business Owner Roadmap

The Business Owner Roadmap is a written document that lists specific recommendations to be taken to exit your business in the most efficient and risk-free manner possible. It’s the result of the discovery from the seven steps of exit planning. The Business Owner Roadmap is unique to you, your needs, and your goals.

It’s time to start your exit plan.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Interstate Bank and First Interstate Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Interstate Investment Services, and may also be employees of First Interstate Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Interstate Bank. Securities and insurance offered through LPL or its affiliates are:

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