Neri Capital Partners has certified exit planners on staff with the expertise and experience to develop a
definitive exit plan for business owners of privately held businesses. Our firm’s objective is to provide the
owner(s) with an exit strategy to meet their personal and family needs, maximize the business value,
and minimize the taxes paid when selling their business to the next generation of ownership.
Neri Capital Partners exit planner will provide the expertise in the drafting the clients exit plan. However, where appropriate, we will recommend additional advisors such as, tax and trust attorneys, and a wealth Advisor.
When the exit plan is completed, the document will contain a definitive process that will be implemented over time. Typically, the contents will include the following:
Neri Capital Partners have assembled a group of experts that will serve as seasoned specialist as required in developing your exit plan. Neri Capital Partners has a Certified Exit Planner on-staff to confidentially assist you in developing your customized exit plan. Call Eric Togneri at (800) 216-4819 x702 or connect with him via email at etogneri@nericap.com today.
The earlier business owners begin planning their transition, the more options they have for a gradual transfer of Assets
Advance planning makes a business less vulnerable in the event of an unexpected circumstance like sudden death or a debilitating accident
A well-crafted transition plan can reduce income estate, and gift taxes
A sound transition plan signals stability and security to investors, which often increases the value they have created
An owner’s family, employees, business partners, creditors and others can rest more easily when they know the business has a exit or succession plan
