Exit Planning

Creating a plan for the future prepares you for the future

Our passion is in bettering the community as a whole, with each of our clients' successes

Your business is your biggest asset. It is important to start thinking early on about how you are going to turn it into retirement funds. ​​​​​​​You must take the necessary steps years in advance to maximize your business’ value. You want to get the price you need out of a sale to live the lifestyle you want upon exiting your business.
​​​​​​​Our exit planning experts can help you take advantage of the potential value that can be created in your business and consider all of the tax, financial and legal strategies to help you reap the rewards of your largest asset.

How We Help

​​​​​​​Ownership Readiness

Are you ready to not go into work everyday? Will the sale of your company net you the return you expect? Making the decision to hang up the tie can be a difficult one. We are here to make sure you are well informed before you decide. 

Value Acceleration Processes

You know your company has value, but you need to be able to show it. We clean your books and create documentation on your company's processes and procedures to show that value to potential buyers.

Strategic Planning

The exit ramp may be 5 years down the road, but it is important to start planning for it now. We help you create a roadmap geared towards your exit strategy so when the time comes, you are ready to step away.

Determine Exit Options

Do you have kin to take over the company? Are you passing the company over to one of your employees? Do you prefer to sell to a competitor? You have many options on how to exit, but we are there to help decide the best route for you.


Our clients love working with us

I confidently recommend SBAT to anyone who wants it done right​​​​​​​

I have been a client of Strategic Business Advisory & Tax for 11 years. When my husband passed away, I needed help to understand and unravel the accounting of our family business that I had not been part of. Not knowing where to start, I remembered the impression Randi Sorenson left on me years prior through an introduction by a friend. Randi and her team were able to analyze and audit a very complicated accounting system. She and her team spent days going through each transaction and entry, made adjustments, and created a working system that I would be able to understand and build upon. Their professionalism, knowledge, experience, and effectiveness exceeds my expectations. I plan to remain a client of theirs and confidently recommend Strategic Business Advisory & Tax to anyone who wants it done right.​​​​​​​
Anjel Gunnarshaug
Norscan Medical, LLC