Planning Your Business Exit?
Work With a Certified Exit Planning Advisor™ to Maximize Your Business Exit.
Ready to maximize your business exit?
In This Video You'll Learn:
- Why risk, not revenue, drives your company's value
- How to build a leadership team that increases your multiple
- Why 50% of business exits don't go as planned, and what to do about it
The 5 stages of value maturity
Valuable Business Transition Services
This webinar covers the first step. Here’s the full picture of how we help business owners from valuation to exit to life after.
You’ve spent a lot of time and energy on building a successful business. You deserve to get the most out of it. The JFS Wealth Advisors Business Growth & Transition team’s suite of services is targeted to help optimize income, growth, and value outcomes for business owners. We’ll be your support team before, during, and after the transition.
Identify Value
Get a full business value assessment. Understand the value of your business and what drives it. Determine how attractive and ready the business, and you, are for monetization.
Protect Value
We’ll identify a variety of personal, financial, and business risks and recommend strategies to reduce them, such as diversified personal investments, financing options, and insurance solutions.
Build Value
Create exponential value in your business by addressing gaps and building intangible assets, such as your skilled employees, that drive business attractiveness and value.
Harvest Value
We’ll outline financial scenarios for all of your available exit options, such as intergenerational transfer, management buyout, sale to existing partners or employees, a family private equity model, a sale to third parties, and liquidation.
Manage Value
Once the deal is closed, we’ll continue to provide a range of personal wealth management services in alignment with your financial plan so your capital continues to perform and you can confidently enter the next stage in your life cycle.
OUR SERVICES
How We Help Business Owners Plan Their Exit
- Exit and Succession Planning
- Business Value Assessment
- Personal Wealth Alignment
- Leadership Transition Planning
- Family Wealth Services
Are You Planning Your Business Exit?
We’ve worked with many businesses and individuals who dedicated years of their lives to their business. They have spent time growing it to where it’s at today, and now they’re ready to look at life after work. This can be a big change and so many questions arise during the process, no matter how big or small the business is. Our team has answered some of the most frequently asked questions in our latest video series on Business Exit Planning.
Pittsburgh Business Times, Best Places to Work, 2025. A fee was paid to participate • Expertise.com, Best Financial Advisors in Pittsburgh, 2022-2026. No compensation was provided • Think Advisor, Luminaries Finalist, 2023-2024. No compensation was provided • Financial Advisor, America’s Top RIAs 2024, 2025. A fee was paid to use marketing materials • Better Business Bureau, BBB Rating: A+, 2009-2026. No compensation was provided • For important award disclosure information.
* Please Note – Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if JFS is engaged, or continues to be engaged, to provide investment advisory services.
