Exit Planning for Business Owners

Allmon, DiBernardo & Associates guides your strategy to ensure a smooth and profitable business exit.

Protect Your Legacy With Tailored Exit Planning Services

You’ve dedicated years to building a thriving business. Now, as you consider your next chapter, it’s time to ensure you retain the wealth you’ve built. Without a strategic plan, you could lose up to 50% of your business’s value to taxes—but with Allmon, DiBernardo & Associates, you can develop a business succession plan or sale framework that protects your wealth.

Since 1988, we’ve been a specialized business exit plan advisor employing sophisticated, forward-thinking methodologies. We craft bespoke exit plans for business owners that minimize taxes and maximize the value of their work. Allmon DiBernardo does more than produce a successful exit—we ensure you, your family, and your heirs benefit for generations to come.

  • Why Early Exit Planning Is Essential for Business Owners

    Starting the exit planning process early allows us to implement strategic solutions that maximize tax savings and long-term profitability. We identify opportunities to minimize capital gains and income taxes, optimize sale structure, and safeguard your financial legacy for long-term stability.

  • The Benefits of Allmon DiBernardo’s Business Exit Plan Strategies

    Our exit planning services provide business owners with five core benefits: maximizing wealth retention through advanced tax strategies, tailored solutions aligned to personal goals, securing your financial future, comprehensive options for any exit path, and legacy preservation, ensuring your wealth remains intact for future generations.

Financial Stability Starts Here—Let’s Discuss Your Exit Planning Strategy

Exiting a successful business is complex and personal; without the right approach, you risk losing much of what you’ve worked so hard to build. The Allmon DiBernardo team is here to ensure your exit planning strategy preserves your legacy and fortifies your future.

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Real Results of Our Customized Exit Planning for Business Owners

This case study showcases how Allmon DiBernardo’s proactive exit planning for business owners turned a complex negotiation into a win-win scenario:

Problem Our Client Faced

Our client wanted to sell their business for at least $60 million to meet their desired after-tax proceeds. However, the potential buyer’s offer of $50 million, structured as an asset sale, significantly increased the client’s tax liability, making the deal unacceptable without a tax-efficient strategy.

Solution We Crafted

As their business exit plan advisor, we implemented a sophisticated tax solution called basis shifting. This approach effectively reduced the client’s tax exposure to zero, enabling them to accept the $50 million offer while still achieving their after-tax goal, aligning perfectly with their personal financial goals and objectives.

Results of Our Strategy

The buyer secured the deal at their preferred business valuation and structure, while the client realized higher-than-expected after-tax proceeds. This win-win scenario preserved the deal and satisfied both parties, proving that proactive, customized tax planning can create ideal outcomes even in challenging negotiations.

Frequently Asked Questions About Business Exit Plans

The earlier, the better. We recommend starting at least 3-5 years before your planned exit. This allows us to craft proactive, tax-efficient strategies that ensure you keep more of your hard-earned wealth.

Allmon DiBernardo implements advanced tax planning strategies tailored to your situation. These include capital gains tax minimization, income deferral, and specialized vehicles like trusts. The goal of our exit planning for business owners is to drastically reduce or eliminate unnecessary taxes.

Our exit plans for business owners are crafted around their specific needs and long-term goals. We offer solutions for selling to third parties, private equity firms, passing the business to family members or heirs, and many other situations. Each strategy is carefully designed to minimize taxes and secure the best financial outcome.

During our consultation, a business exit plan advisor examines your company, financial goals, and personal objectives. We outline potential exit strategies, explain our tailored approach, and answer any questions. Then, the Allmon DiBernardo team develops a personalized exit plan designed to preserve your wealth, maximize the value of your sale, and ensure a smooth transition.

Let’s Discuss Your Business Exit Plan Needs

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