Deal Support
Equity4 works with you to plan your business exit.
We guide business owners through a thoughtful and strategic exit planning process designed to align their future goals with their company’s current reality. Through a series of workshops and personalized meetings, we help you define your “Retirement Dream” and build a roadmap to achieve it. We take a close look at the health, value, team strength, and succession readiness of your business through a comprehensive review, financial analysis, and valuation. From there, we work with you to identify the ideal buyer and sales price that aligns with your long-term vision.
Together, we uncover the gaps between where your business is today and where it needs to be in order to fulfill your goals. Then we develop a customized “Bridge the Gap” strategy, including a clear timeline and a tax plan to help you retain the maximum value from your eventual sale.
Our 3-month process includes:
- Vision workshops to define your exit goals
- Business review and valuation
- Buyer profile and sales price alignment
- Gap analysis between goals and reality
- Strategy and timeline to bridge the gap
- Tax planning to maximize your net outcome
When it’s time to think about stepping away, we help you do it with clarity, confidence, and a plan. Reach out today to start mapping your ideal business exit.
Core Service Offerings
Have Any Questions?
We’d love to hear from you—reach out anytime and let us know how we can support you.