Seek professional advice in determining your exit strategy
If you're considering an ESOP, MBO, or IPO for your business, it's important to take into account the complexity and time involved in planning and executing either type of deal successfully.
Hire a team of advisors - a CPA; a financial planner; an attorney with expertise in business, tax and estate planning; an ESOP consultant; an investment banker; an independent business valuation professional; an insurance agent; key employees - to help you consider all factors and options and design a successful plan.
The Business Exit Planning Advisors, Corporate & Executive Services, and City National Bank private bankers can help facilitate your desired exit strategy.
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