Business Owner Planning – Transfer Strategies

Before you walk away…

Business owners only exit once — we call it the “ultimate event.” Our mission is to ensure your transition is not just smooth, but also successful, so you can fully enjoy life on your terms.

Our experience — and institutional research — shows that owners who begin planning early are far better equipped to seize opportunities and shape their futures. Exit Planning is the difference between regrets and rewards. Don’t let procrastination cost you.

With over 30 years of experience, Forecast Strategic Advisors has earned a reputation for building effective transfer strategies through our proprietary Final Cast™ process.

Who is the more likely buyer?

One of the most important decisions is choosing whether to transfer ownership externally — to a third party — or internally to co-owners, employees, or family members.

Selling to an outside party often means securing the highest market value in a one-time cash deal. With the right compensation plans in place, employees are likely to stay — which increases your business’s perceived value.
Transferring to key staff or family may involve a lower valuation but allow for ongoing income through consulting agreements or deferred compensation — and more control over the legacy you leave behind.

Each approach has its pros and cons. With Forecast Strategic Advisors and our Final Cast™ process, you’ll gain clarity, strategy, and confidence to pursue the option that best aligns with your goals.