Business exit planning is the intentional process of preparing for the eventual transition out of your company—whether through sale, succession, retirement, or unexpected events. It’s not just about the “end”—it’s about securing the value you’ve created and ensuring the next chapter starts strong.

Without a clear exit plan, business owners risk losing value, disrupting operations, or leaving partners and family with confusion. Whether your exit is five or fifteen years away, planning ahead gives you leverage, options, and peace of mind.

A well-crafted exit strategy protects your income, minimizes taxes, and ensures your legacy continues—on your terms.

At Ai Merchantry, business exit planning is built into our Fractional Family Planning™ process—because your departure from the business should align with your personal goals, financial future, and family needs.

We help you:

Define personal, financial, and legacy goals

Design succession or sale strategies with tax and legal partners

Structure & fund Buy–Sell Agreements

Protect key personnel and leadership continuity

Plan for post-exit income and lifestyle transitions

Integrate insurance, investment, and estate considerations

Our process is founder-focused, family-aligned, and fully coordinated with your advisory team.

Exiting your business is a once-in-a-lifetime move. Let’s make it a strong one—strategic, smooth, and fully on your terms.