Certified Exit Planning & Strategy

We support business owners facing significant business and life transitions by helping them establish clear and actionable business exit strategy goals. While we don’t provide investment advice, we do offer expert guidance on wealth realization, helping you maximize the value of your business as you plan for the transition.

Whether your focus is legacy planning, family succession, business growth, or simply transitioning due to business fatigue, we are here to assist you on your journey. With the expertise of Sunstate professionals, you can create a customized exit plan that aligns with your specific needs and objectives, ensuring a seamless and successful transition of ownership.

The Certified Exit Planning Advisor (CEPA) certification is the leading credential for professionals who specialize in exit planning for business owners. CEPA-certified advisors are equipped with the expertise and tools necessary to help owners maximize the value of their business, ensure a smooth transition, and achieve their personal, financial, and business goals. At Sunstate Business Brokers, our team includes a CEPA-certified professional who is committed to providing you with the highest level of strategic guidance, ensuring your business exit is well-planned and successful. To learn more about the CEPA Certification check out our article 10 Things to Know about the CEPA Certification.

Types of Exits

Retirement

There are many reasons business owners choose to sell their companies, with retirement being one of the most common, as owners look to step back after years of hard work and enjoy the balance of life.

Health Issues

Health issues can also play a significant role, forcing owners to sell to prioritize personal well-being.

Burnout or Business Fatigue

Burnout or business fatigue may lead to a sale, as the day-to-day demands of running a business can become overwhelming over time.

New Opportunities

Some entrepreneurs seek new opportunities and choose to sell freeing up capital and time for new ventures.

Partnership Disputes

Partnership disputes are another reason, where disagreements lead to one or more partners exiting the business.

Family Obligations

Family obligations can influence the decision to sell, especially when the owner needs to focus more on personal responsibilities.

Business Underperformance

In some cases, businesses may be underperforming, prompting owners to sell before the situation worsens.

Capitalizing on High Market Value

When market conditions are favorable, owners may sell to capitalize on high market value and secure a the maximum outcome.

Relocation

Relocation, either for personal or business reasons, can also drive the decision to sell.

Succession Planning

Some owners engage in succession planning, choosing to sell as part of a long-term exit strategy to ensure a smooth transition for the next generation or new ownership.