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You've poured your life into building something meaningful. Now you're thinking about what comes next. Whether you're planning to sell, retire, or pass your business to the next generation, your exit deserves just as much intention and strategy as your growth did.
At Pfister, we help business owners turn their hard-earned equity into long-term financial security, family continuity, and generational legacy. We work alongside your legal and tax professionals to make sure every decision supports your goals now—and decades from now.
How do I know when the business is ready to sell or transition?
What's the best way to structure the sale to reduce taxes?
How do I avoid conflict between family, partners, or employees
Will I have enough income after I exit?
How do I preserve the values, culture, and vision of what I’ve built?
How can I protect the business if something happens before I’m ready to exit?
What’s the best way to support my team and customers through the transition?
Exit planning isn’t just for people walking out the door. It’s for anyone who’s built something they want to protect and pass on with intention.
Exit and succession planning is ideal for:
Business owners preparing for retirement or sale.
Founders passing leadership to family or key employees.
Entrepreneurs unsure how to turn business equity into personal security.
Leaders who want to leave a legacy, not a mess.
No matter where you are in the process, it's never too early—or too late—to start planning with purpose.
A successful exit isn’t just about leaving at the right time. It's about leaving the right way. Your exit plan should do more than get you out; it should launch you into what’s next with confidence.
That’s why we focus on more than just numbers. We help you:
Maximize your business’s value before a sale or transition by identifying untapped potential and inefficiencies.
Structure the deal in a way that reduces taxes and increases net proceeds.
Prepare your successors—whether family, key employees, or outside buyers—so they can lead with clarity and continuity.
Integrate your exit with your personal financial, estate, and legacy goals.
Reduce the emotional stress that often comes with letting go by making sure everything is coordinated and accounted for.
We start with your goals: What do you want your exit to fund, protect, or preserve? From there, we assess your current readiness, bring in strategic partners, and develop a roadmap to transition on your terms.
This may include:
Exit readiness and valuation assessments
Succession modeling and leadership planning
Business continuity and contingency plans
Tax mitigation and liquidity strategies
Family or stakeholder alignment sessions
Every step is coordinated with your existing professionals and adapted to your timeline.
You've built something worth protecting. Let's make sure it transitions well.
Whether you plan to exit in 2 years or 20, the sooner you start, the more options and leverage you’ll have. Let’s build a plan that honors your life’s work and equips your future.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.