Transition & Exit Planning

Exiting your business will probably be among the most significant financial transactions of your life. Our Transition & Exit Planning group provides guidance in developing a clear, objective direction into the progression of your business. Designations among our professionals include Certified Public Accountants (CPA), Certified Valuation Analyst (CVA), and Accredited in Business Valuation (ABV).

To exit successfully, owners need the following three elements:

A Road Map

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

Experienced Guides

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



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.

Building Relationships and Providing Opportunities