Business Owner Exit & Succession Planning
Rely on Berntson Porter to help you achieve your longer-term aspirations for selling your business or passing it along to a family member. We understand the complex mix of professional and personal considerations that go into an Owner Exit plan. BP reliably facilitates the planning process, prepares the business valuation, analyzes financial needs, completes tax planning and compliance, and works closely with the other professional advisors in areas such as law, insurance, financial planning, investment advisory, business brokerage and banking to implement the optimal plan you will need to reach your exit and succession goals with financial success and joy.
We have a deep bench of experience in many industries and focus on three primary areas:
- Maximizing financial return
- Minimizing taxes and risk
- Providing timely, highly-competent services through consulting, tax and accounting expertise and collaboration with best-in-class professionals from disciplines relevant to business transition.
