What’s your exit plan?

Whether or not you have a solid plan in place, you will eventually leave your business.
The question isn’t if you’ll leave – it’s how you’ll leave.

Wouldn’t you prefer to leave on your own terms, in a way that’s most beneficial to you?

  • Have you thoroughly examined all your exit planning options?
  • Do you have confidence that your exit will allow the business to continue to flourish?
  • Have you considered what you will need post-exit?

Your successful business is a reflection of your hard work and talent. Your exit should be, too.


Are you the backbone of your business?

If you are what holds the business together, how will you step away?

You simply can’t exit a business if your exit prompts calamity because nobody else knows how to take the reins.

Have you created a culture of reliance on you as the backbone of your business?

  • Does the responsibility for your company’s growth land squarely on your shoulders?
  • Have you identified and started training a successor yet?
  • Do you have a tangible plan for stepping away that allows the business to operate without you?

It can be difficult to plan for stepping away from something you worked so hard to build. We’ll help you craft an exit plan that allows you to experience a graceful exit that doesn’t have a negative impact on the business.

A Regretless Exit

For many business owners, the realization that they didn’t adequately prepare for their exit brings regret.

We know it’s not easy to walk away from the business you built, but it’s far worse to walk away when you don’t have a solid plan in place and make rash decisions.

  • Earnings Regret: Many business owners realize in hindsight that they didn’t receive a fair amount comparable to what their business was actually worth.
  • Operational Regret: When owners walk away from their business without first ensuring the business can thrive without them, they may regret the company’s inevitable decline.
  • Post-Exit Regret: It’s not just about exiting the business. It’s also about what your new purpose is post-exit. Without a plan, many owners feel regret because they lack direction in their lives.

We’ll guide you toward an exit that sets you up for a post-exit life that’s free from regrets and full of satisfaction.

You’re Still the Boss

We don’t have a one-size-fits-all process. We carefully consider your unique needs, the needs of your family and the needs of your business. You stay in control of exit – we provide the guidance to make it as smooth and beneficial an exit as possible.

An Informed Exit

We’ll analyze your business valuation and identify any potential opportunities or risks so you enter any sale armed with the knowledge you need to present your business as an appealing option to buyers at a price that benefits you.

Welcome to Freedom

When you look at the future and imagine your life post-exit, you can have confidence that your exit was to your benefit and that your business will continue to thrive long into the future.

  • Without a business to run, how will you spend your time?
  • What plans do you make for the business sale earnings?
  • What relationships have you cultivated outside of your business?

The period of life after selling a business can be exciting, but it can also bring with it some big questions. Our team will continue to guide you post-exit to help you thrive and enjoy your newfound freedom.

A Knowledgeable Team

Our team is lead by an experienced Financial Advisor who is CExP Certified and has over 30 years’ experience.


A Proven Process

Defining goals, analyzing business health, accurate valuation

Opportunity identification, risk mitigation and preparation for sale

A smooth, beneficial sale

Enjoy the post-sale life

Why Choose Our Team?

  • Carson Wealth isn’t only in Utah – we’re a national network of advisors with ever-expanding resources.
  • You benefit from access to the local Cottonwood Heights team for personalized support.
  • Our team is dedicated to ongoing education and training.
  • We have the experience needed to provide you with guidance that will profoundly simplify the business exit planning process for you while also poising you for a best case scenario.
  • Our local team is dedicated to helping you, your business and family thrive throughout the process.

Additional Resources

One way or another, every business owner eventually exits their business. Explore the different paths, and start to consider your options, with our Business Exit Planning Infographic.