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Our Business and Exit Planning Process

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At Peachtree Planning, we’ve been helping business owners like you strike a harmonious balance between their business and personal planning needs since 1987. We realize that for you, everything in your financial world begins and ends with your business. Whether it’s retirement planning or healthcare decisions, your situation doesn’t fit the traditional planning mold.

As a business owner, you have the opportunity to dictate your own financial success in a way that few others do. However, that opportunity comes at the risk of a great deal more to lose if life doesn’t unfold as planned. During the course of the Peachtree Business Planning Process, we will help protect your business from loss, provide strategies to recruit, retain, and reward key employees, and most importantly guide you on when and how you can ultimately exit your business, helping to ensure that you and your family receive the full value of your life’s work.

Exit Planning for Small Business Owners

Exit Planning for Small Business Owners

What was your vision for your business when you first started it? Did you just want to be your own boss or earn more money? You probably didn’t think about selling your company to your investors or partners or passing it down to the next generation. And yet, all business owners must eventually create an exit strategy for their company. Maybe it’s time to move on to another project that’s calling to you. Maybe it’s time to retire. Whatever your reasons, you need an exit strategy to ensure that the business you built can continue to thrive after your departure.

There are many options available for an exit strategy, including:

  • Going public
  • Mergers & acquisitions
  • Sale to a family member or peer
  • Buyout by managers
  • Selling to partners or investors

The sale of your business can be part of your retirement strategy, but it can also allow your vision to continue on even when you’re no longer actively involved. But before you can sell the company or pass it down, it’s a good idea to assess your business. The more value you can add, the more you can sell it for when it’s time.

Take the Business Assessment

Our Business Owner and Exit Planning Specialist

James  Gnefkow

James Gnefkow, JD, LLM, MBA, CExP

Managing Director & Director of Advanced Planning



Dustin Dawes

Dustin A. Dawes, CLU®, ChFC®, CExP

Associate General Agent & Disability Income Specialist



Business Owner&#8217;s Guide to the New Normal

Business Owner’s Guide to the New Normal

Has the pandemic set your business priorities back? Don’t just bounce back, bounce forward with this interactive guide to navigating the new normal.

Learn More

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 

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