Whether you’re preparing for retirement, a sale, or transitioning your business to family or key employees, having a well-structured exit strategy is essential. At Milestone CPAs, we help business owners navigate every step of the exit and succession process with precision and care. Our CPA-led planning ensures your business is financially optimized, legally compliant, and strategically positioned for a successful handoff — whenever you’re ready.
We conduct a detailed business valuation and assess operational readiness to help you understand what your business is truly worth and what needs to be improved before a transition.
We help you determine the best path for your exit — whether it’s a third-party sale, internal succession, merger, or liquidation — and create a timeline and actionable roadmap.
Our CPAs structure your exit to minimize tax liabilities and maximize your after-tax proceeds using tools like installment sales, trusts, gifting strategies, and entity conversions.
Our Exit & Succession Planning Services Include:
Business Valuation
Exit Strategy Development
If passing the business to a family member or employee, we assist in leadership development, ownership transfer structures, and maintaining business continuity.
We coordinate your exit plan with your broader personal financial and estate plan, ensuring long-term wealth preservation and family protection.
We prepare your business for potential buyers by organizing financial records, contracts, and operational documentation to support a smooth and successful transaction.
Exiting your business isn’t just a financial transaction — it’s a legacy decision. At Milestone CPAs, we make sure your life’s work transitions smoothly, profitably, and according to your vision.
