Experienced Exit Planning Professionals - Call Us: 608-662-8744

Experienced Exit Planning Professionals

We help closely-held business owners navigate through some of the most difficult financial impact events of their lifetimes



Check the background of our investment professionals on FINRA’s BrokerCheck

Our Seven Step Process

1. Identify Exit Objectives

Create Exit Plans that are owner-centric: Each owner’s unique goals determine the destination for each Exit Plan

2. Quantify Business and Personal Resources

Establish the value of an owner’s business immediately following goal setting, because business value is a critical component in an owner’s ability to meet personal exit objectives.

3. Build and Protect Business Value

Help owners protect existing business value and create customized plans to potentially build value. After completing Steps 1 and 2, many owners find that current business value may not yield the post-exit financial confidence they desire.

4. Ownership Transfers to Third Parties

Help owners prepare themselves and their companies for sale if they desire to sell to a third party.

Guardian, its subsidiaries, agents and employees do not provide tax advice. Consult your tax, legal, or accounting professional regarding your individual situation. 

5. Ownership Transfers to Insiders

Help owners who choose this exit path create a transfer plan that keeps owners in control of the business until they receive the entire purchase price.

6. Business Continuity: Lifetime and at Death

Work with owners to protect their businesses, and their families, if the owner does not live to transfer or sell the business. In the case of co-owned businesses, facilitate the lifetime departure of one owner in a way that is equitable to both the departing and remaining shareholders.

7. Personal Wealth and Estate Planning

Coordinate owners’ plans for their businesses with their estate plans for their families.

Comprehensive Exit Plan

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