Planning Your Transition Out of a Home Healthcare Business
Whether you’re preparing to pass your business to family or staff, sell to a third party, or are still deciding the best path forward, thoughtful planning can help protect what you’ve built.
Working with a Certified Exit Planning Advisor provides guidance tailored to the unique challenges of the home healthcare industry.
- Understand the steps involved in preparing for a transition.
- Explore strategies to help your business remain strong for clients, staff, and future owners.
- Get support in evaluating the financial, operational, and personal considerations of an exit.
Exit planning is most effective when started early. With the right guidance, you can feel more confident about the road ahead.
Why Planning Matters
You worked hard to build your business. Your exit doesn’t have to mean the end of the business.
As a home healthcare owner, you’ve put years into building your business. When it comes time to step away, have you thought about what comes next?
- What would happen to your staff and clients if you stepped away sooner than expected?
- Have you thought about how to protect the value of your business when you decide to exit?
- Do you feel confident about which exit path is best for you- selling to a third party, passing it on internally, or something else?
- If you exited today, would the proceeds be enough to fund the life you want for yourself and your family?
A Business Exit Without Regrets
Exiting your business can be difficult. Don’t make it more difficult by being ill-prepared.
Your Certified Exit Planning Advisors, Benjamin Bender CFP®️, CEPA®️ Partner & Wealth Advisor and Rachel Kramarchuk, MBA, CEPA®️ Wealth Advisor, will walk you through all the “what if” scenarios so you’re prepared for whatever comes. In addition, they will help you:
- Get maximum proceeds from the sale
- Ensure your business can continue to thrive in your absence
- Poise you to confidently enter the next phase of your life – whatever that ideally looks like for you.
Customized Strategies
Our exit strategies aren’t one-size fits all. Your unique needs and aspirations are considered alongside the needs of your family and your business. We provide informed guidance while recognizing that all business exit decisions are yours to make.
An Educated Exit
Your Certified Exit Planning Advisor analyzes the value of your business to identify the potential opportunities and risks you may encounter, allowing you to feel informed about what comes next.
Post-Exit Planning
Your Certified Exit Planning Advisor’s job isn’t over with the sale of your business. They will also guide you into your post-exit life, helping you to determine how you will spend your time without a business to run, what to do with the earnings from the sale of your business and how to thrive post-exit in all aspects of your life.
Your Exit Planning Team
Our dedicated team specializes in helping business owners plan their exits. We’re here to help ensure you have the support and guidance needed to make your transition as smooth and successful as possible.
