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San Antonio Exit Planning Lawyers

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Your business is more than a lifetime of hard work; it’s your heart’s work.  You’ve forecasted for strategic growth, trained your management team to be self-sufficient, protected product quality standards, and built a reputation for stellar customer service.  Your focus has been balancing continued innovation with service worthy of a loyal customer base.  So, what happens next?  It’s time to move to the next stage of your life—that begins with creating an exit plan.

Whether your business is moving to the next generation, current employees, or completely new ownership, planning for the transition is essential.  A successful exit plan, however, can take several years, even upwards of a decade, to fully implement.  While each company’s needs vary, some key components include:  a fair valuation and understanding of the business’s market value; ensuring the entire management team is fully comfortable and trained for their new roles; resolving any pending litigation or complaints; planning for any tax implications; and thoroughly evaluating all planning options and timelines to create a seamless transition.

Separate from the actual business transaction is the retiring owner’s emotional attachment and regular time commitment to the business.  A solid exit plan accounts for a business owner’s life after the final hour at the office.  Preparing the owner for a world with potential free time on their hands is often an essential, but ignored, part of exit planning.

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    At Rosenblatt Law Firm, our expert San Antonio exit planning lawyers are fully prepared to customize the right plan for you—accounting for your future plans, taking into consideration your concerns, raising questions that should be addressed, and more.  As Benjamin Franklin said, “If you fail to plan, you are planning to fail.”  Contact our exit planning lawyers for the specialized exit plan to provide you, your employees, and your customers a seamless transition as you move to the next exiting phase of your life.

    What our exit planning lawyers have Helped Our Clients Achieve

    • Helped reorganize company to increase sales price and create residual income
    • Implemented strategic planning with Client to identify potential buyers
    • Created phantom stock plan to retain key employees to increase value of entity
    • Reorganized company to increase tax efficiency currently and for future sale


    I’m not ready to leave my business yet but when should I start thinking about my exit plan?

    It’s never too early to think about your exit plan. Most good exit planning is based on running your business correctly and most efficiently.

    What are the biggest issues that arise when creating a business exit plan?

    Taking the time to focus on the issues and understanding what is stopping the owner from executing.

    As a business owner, why are exit strategies and exit plans important?

    Without a plan, the owner will find the value of the business is not what the owner had hoped and may not have a lot of value at all. A good plan will protect the business’ value and create demand to buy the business.

    How long does a successful exit plan take to put together?

    A plan is an ongoing document that will change over time as the business changes. The initial strategy can be completed in a couple of weeks but may take a lot more time to implement.

    Should I hire a San Antonio exit planning lawyer? 

    You should hire an attorney that you are comfortable with, that you will listen to and work well with. It’s a long-term process, so you will likely be working with this person for a while.

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