EXIt planning

Our exit planning Services:

Strategy and implementation

Clearly determine your business’s value.
Asses your company’s readiness and attractiveness.
Identify critical gas (value, wealth, profit) to address before exit.
Explore exit options aligned with your personal and business goals.
Align your personal, financial, and business objectives.
Deliver actionable plans to reduce risk and increase value.
Coordinate your advisory and internal teams around clear goals.

we help with:

Accountability
Plan Implementation
Coordination with Stakeholders
Marketing and Negotiations
Mergers & Acquisitions
Sourcing Capital
Value Acceleration Strategies
Retirement/ Next Steps Planning
Personal Financial and Investments
Strategic Tax Planning
Transactional Structuring

Why Prioritize exit PLanning?

“I LOVE working with the Morrison Firm! Very professional, prompt and always quick and eager to answer all 100 of my questions. They definitely know how to make a client feel secure in their financial decisions!”

Kayla R.

Maximized value: strategically increase your business’s value for optimal return.

Reduced Risk: Mitigate risks and address critical gaps (value, wealth, profit).

Clear alignment: Align your business, personal, and financial objectives.

Smooth transition: Ensure seamless leadership and operational handover.

PLAN YOUR EXIT STRATEGICALLY.
SECURE YOUR LEGACY.

Exiting your business ins’t just an event, it’s a strategic process that ensures your personal, financial, and professional goals are fully aligned. At The Morrison Firm, our certified exit planning advisors help you proactively prepare, increase business value, and confidently navigate a successful transition.

Take the Next Step

Gain the clarity and confidence that comes from knowing your business’s true value. Let The Morrison Firm guide you through a valuation process tailored specifically to your needs.

FAQs

What is Value Acceleration?

Value Acceleration is the process of growing and protecting the value of your business while preparing it for a future transition. It integrates strategic planning, financial optimization, and risk reduction so your company is always “exit-ready”—even if you don’t plan to sell for years.

When Should I start planning to sell my business?

The best time to start was when you founded the business. The next best time is today. Exit planning isn’t just about selling—it’s about running your business in a way that maximizes transferable value, creates optionality, and ensures you’re financially ready whenever life or the market dictates a transition.

How does Value Acceleration increase my business’s worth?

Buyers pay for reduced risk and future potential. We focus on improving financial performance, strengthening systems, documenting processes, diversifying revenue, and building a strong leadership team. These actions increase your multiple—the single most powerful driver of business value.

What role do taxes play in selling my business?

Taxes can make or break your outcome. Without planning, a business owner can lose 30%–50% of proceeds to taxes. With the right structure, strategy, and timing, it’s possible to retain far more—or even sell tax-free. We specialize in structuring exits to maximize your after-tax dollars.

What does “implementation” mean in the process?

Many advisors stop at strategy. We don’t. Implementation means we roll up our sleeves and help you execute—cleaning up books, preparing financial reports, coordinating with attorneys and bankers, and guiding negotiations. From planning to closing, we’re by your side to ensure the deal gets done right.