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Exit Strategy
Consulting

Maximize profits and minimize stress. Leave a legacy
you're proud of with Pivotal’s custom exit plan strategies.

Plan Ahead for a

Seamless Transition

Small business owners and entrepreneurs often face immense challenges when planning their exit strategy. It takes time, money, and energy to ensure a smooth transition. At Pivotal, we know early, and strategic planning is crucial to prepare you for what comes next. 

Whether you’re transitioning out of your business or are looking to scale and grow, planning for your exit early is essential to maximize value and reduce stress. With our expert guidance, you can leave your business with peace of mind and financial security.

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Why Choose Exit Planning Consulting?

START SMART: PREPARE
From the moment you launch, our experienced consultants provide insightful guidance to shape a profitable exit plan for your business's future.

GUIDED PLANNING
Navigate each stage of your exit with confidence. Our team offers continuous support and strategic advice from inception to completion.

EFFICIENT TRANSITION
Benefit from streamlined processes designed to boost your profits while ensuring a smooth, stress-free transition for you and your stakeholders.

Choose Your Exit Path. Define Your Legacy.

SUCCESSION OR INSIDER SALE
Seamlessly transition your business to a family member, trusted employee, or partner while preserving your legacy and maximizing its value.

EXTERNAL SALE
Our consultants connect you with the ideal buyer in your industry to secure the best deal possible and achieve your financial objectives.

STRUCTURED ANNUITY
If you’re not ready to sell outright, consider arranging an annuity and enjoy a steady income stream while stepping back from daily operations.

ASSET LIQUIDATION
Strategically liquidate assets to maximize returns, eliminate liabilities and optimize financial outcomes when selling isn’t viable.

Outsourced Financial Services That Evolve with Your Business

From start-up to exit, our team is dedicated to providing guidance to help you achieve your personal and professional objectives.

START-UP BUSINESSES

As your start-up transitions from inception to growth, Pivotal makes running your small business easier with one-on-one financial advisory, integrated accounting solutions and strategic insights.

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GROWTH STAGE BUSINESSES

As your business grows, your needs evolve. Now's the time to explore expansion opportunities. Pivotal partners with you to enhance your success and prepare for the next level.

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Real-World Solutions, Real Results

Our tailored, client-focused services have transformed financial strategies, delivering tangible business success for our clients. Experience the Pivotal difference as we streamline your approach to financial planning and drive meaningful results.
“The Pivotal Finance team helped me evaluate and structure the buy-in to my current practice. Today, they manage our financial operations and allow me to focus on delivering high-quality dental care to my patients. They are an essential part of the Lee Dental Associates team.”
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TRAVIS A. THOMPSON, DMDOWNER

Are you ready to start planning your exit?

Let's Connect

Let us help your business discover new opportunities and transform your future.