Exit Planning & Consulting Services for Business Owners

At Viking, we understand the unique situation that small business owners are in when it comes to their finances.  The typical “one size fits all” advice as it pertains to saving for retirement doesn’t apply to entrepreneurs.  If you are a small business owner and need help navigating topics such as retirement planning, legacy planning and estate planning then we can help.

As a business owner, your business is likely your most valuable asset.  With this in mind, we’ll start with a business valuation to get a starting point, and then have a conversation about your goals and desired timelines.  Do you want the highest value for your business?  Or are you interested in transitioning your business to family members or a key employee?  How do you navigate these situations?  Will it be enough for you to retire in the way you envision, and along the timeline you desire?

We have an experienced CPA on staff along with our team of professional intermediaries, almost all of whom are former small business owners themselves.  We’d be happy to assist you with these “pre-sale” advisory services – whether you are ready to sell your business now, or if this is just part of a longer-term exit plan.

Our pre-sale consulting services include:

  • Goal Setting
  • Retirement Planning
  • Exit Planning
  • Estate Planning

Selling to Family Members or Existing Employees (Internal)

Considering selling your business to a family member or key employee?  If so, we can help you evaluate the pros and cons, work up a business valuation, and advise you on how to structure the deal and applicable terms.

Selling to Traditional Buyers (External)

At Viking, selling to external buyers is our bread and butter, and it’s what we’ve done for almost 20 years.  Our success rate with these transactions is over 3X the national average.  Selling your business externally is typically the best way to get top dollar if that is your primary goal.

Take the Next Step:

Whether you are looking to sell internally or externally, contact us today and we can help walk you through the options and create a plan that fits your goals and objectives.