Transition and Exit Planning

Exiting your business will probably be among the most significant financial transactions of your life. To exit successfully, owners need the following three elements:
A ROAD MAP

Transition and Exit Planning is a process that helps you choose where you want to go as well as how to get there.

EXPERIENCED GUIDES
A team of trained and experienced advisors to guide you toward your unique exit goals as you continue to run your company.
IMPLEMENTATION

Success depends upon a disciplined implementation timetable keyed to your Exit Plan.

Guaranteed advantages when you choose Heard, McElroy & Vestal include:

WRITTEN GUIDE TO TRANSITION

A written Exit Plan based on your goals, objectives and concerns.

PROCESS IMPLEMENTATION

A coordinated process that draws on the expertise of other advisors because we know that your successful exit depends on it.

OUR GOAL

To provide guidance in developing a clear, objective direction into the progression of your business.