Executive Planning

Succession and Exit Planning

Succession and exit planning to help business owners transition smoothly, minimize taxes, and protect legacy. Build a strategy for long-term success.

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OVERVIEW

Transition your business with purpose, precision, and confidence.

Whether youโ€™re planning to retire, sell your company, or transfer ownership to the next generation, a clear and thoughtful succession plan is essential. At Global Advisers, we help business owners design exit strategies that protect enterprise value, minimize tax exposure, and create long-term financial security. We coordinate legal, financial, and operational considerations to ensure your transition supports your family, employees, and broader legacyโ€”without unnecessary stress or disruption.

Designed for Business Transitions

Succession and exit planning is about more than handing off ownershipโ€”itโ€™s about preserving the value youโ€™ve built, protecting stakeholders, and setting the stage for whatโ€™s next. At Global Advisers, we help business owners, founders, and leadership teams develop clear, tax-efficient strategies to navigate ownership changes with purpose and control.

Whether you’re passing the company to a family member, preparing to sell to management, or seeking a third-party acquisition, our advisory team helps structure a plan that aligns with your financial, personal, and business goals.

Business Account Features

  • Succession Design โ€“ Structure internal transitions for family, key employees, or co-owners while minimizing tax impact.
  • Exit Planning Strategy โ€“ Prepare for third-party sales with clear financial modeling, risk reduction, and valuation alignment.
  • Buy-Sell Agreement Consulting โ€“ Coordinate legally sound agreements tied to life events, retirement, or partner exit.
  • Valuation Advisory โ€“ Provide guidance on valuing your business for gifting, sale, or internal transfers.
  • Legacy Coordination โ€“ Align succession with estate planning, charitable giving, or long-term family wealth goals.

Is It Right for You?

This service is built for owners and executives who want to transition with confidenceโ€”not react under pressure. Itโ€™s ideal if:

  • Youโ€™re preparing to retire or step back from day-to-day operations.
  • You want to pass the business to family or sell to management.
  • You need guidance on buy-sell agreements or tax-aware exits.
  • Youโ€™re planning a liquidity event or acquisition within 3โ€“5 years.
  • You want to protect your legacy, employees, and long-term goals.

Key Benefits

Many business owners wait too long to prepare for succession. Our process brings clarity, structure, and foresightโ€”allowing you to exit with confidence while maximizing value and minimizing disruption.

  • Optimized Value โ€“ Identify ways to enhance business value before sale or transfer.
  • Tax Efficiency โ€“ Use entity structuring, gifting, and installment strategies to reduce tax burden.
  • Legal Coordination โ€“ Ensure alignment between financial, legal, and operational plans.
  • Continuity Planning โ€“ Preserve operations, morale, and client confidence through a smooth handoff.
  • Ownership Flexibility โ€“ Accommodate family, key employees, or third-party buyers with the right tools.

Fees & Expenses

We offer flexible engagement models based on the scope and complexity of your needs. Succession and exit planning may be structured as a one-time flat fee, multi-phase project fee, or as part of an ongoing advisory relationship.

All pricing is provided in advance, with no commissions or hidden product costs. Our goal is to help you leave your business on your termsโ€”with clarity, structure, and peace of mind.

Plan your exit before the clock runs out.

Explore a smarter way to invest.

global adviser Succession & Exit Planning

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