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Many business owners don’t want to talk about exit planning, until they are faced with actually planning their exit. This may be due to several factors like an emotional attachment to a business that has become part of the owner’s “identity” or the unknowns associated with retiring. Though it may be an unfamiliar and difficult topic, it is crucial to have a strategic plan in place for potential scenario within the business.

Baker Tilly Wealth Management’s Kelly Baumbach joined Mark Imperial’s Business Innovators podcast for an episode focused on exit planning for your business. Kelly brings her real-world experience as a Certified Exit Planning Advisor to shed light on the importance of proper exit planning.

Listen to the podcast for insight on how far in advance you should start your exit planning, important factors to consider as you begin to develop a strategic plan and how to get the best value for your business.

Are you considering selling your business? Our team will work with you to develop and execute strategies to develop an exit and transition plan.

 Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are controlled by Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2023 Baker Tilly Wealth Management, LLC

Kelly Baumbach
Executive Managing Director
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