Many of the tasks associated with business valuation growth and business succession are complex, which is why it helps to work with an advisory team. The truth is that every person has things they know don't know and it would be wise to work with a team of individuals that can help. Below is a list of Exit-Planning Advisors that may or may not be used in the eventual sale of one's business.

Who's involved in the business planning process?

The Team is typically made up of:

  • CPA / Valuation Specialist
  • Attorney (Business / Estate Planning)
  • Insurance Professional
  • Financial Advisor
  • Management Consultant
  • Business Broker / Investment Banker