Exit & Succession Strategies

Exit & Succession Planning are often the ultimate progression for successful businesses. Whatever the ultimate goal, business owners should have a clear understanding of  their options and begin the process early.  Having grown with many successful business owners, Reshape is an excellent resource to help families through a company sale and evaluate the financial impact of each opportunity.


Exploring options early allows business owners to structure their entity properly and integrate tax advantaged financial solutions in advance.


  • Selling a business outright
  • Merging Companies
  • Selling business to management or employees
  • Transferring ownership to children or heirs


The sale of a company also means being prepared for whatever comes next which can be both an exciting and an emotional transition. Helping clients understand the emotional tendencies to quickly fill that void protects many client’s from making irrational financial decisions.