What exit planning involves
Exit planning is the work you do before a sale to maximize value, minimize tax and ensure a smooth transition of ownership. The best exits are planned years ahead, not improvised at the last minute.
Mava helps owners define what a successful exit looks like, close the gaps that drag down value, and choose the right path, whether that is a third-party sale, a transfer to family, or a sale to management.
What is included
- Exit-readiness and value-gap assessment
- Value enhancement roadmap
- Succession and ownership-transfer planning
- Timing and tax-efficiency strategy (with your advisors)
- Coordination with valuation and sale
- Contingency planning for the unexpected
How it works
Assess
We benchmark your readiness and the value gap to your goal.
Enhance
We map the actions that raise value and reduce buyer risk.
Prepare
We align timing, tax and successor strategy with your advisors.
Transition
We guide the sale or transfer to a clean handover.
Why it matters
Most owners have the majority of their net worth tied up in their business, yet few are prepared to exit it. A deliberate plan protects that wealth, reduces tax and avoids a forced, discounted sale.
Why choose Mava
Confidentiality first
We protect your identity and information at every stage.
Deal experience
Senior advisors who have sat at the closing table many times.
Business and real estate
One coordinated team for the company and the property, via Brix.
Exit planning starts with a clear business valuation and often leads into brokerage or M&A advisory when it is time to transact.
Industries we serve
We tailor our approach to the realities of your sector:
Serving the tri-state area
Related services
Frequently asked questions
When should I start exit planning?
Ideally three to five years before you want to exit. Starting early gives you time to raise value and reduce the risks that lower a sale price, but it is never too late to benefit.
What is the difference between exit planning and succession planning?
Succession planning focuses on who takes over leadership or ownership. Exit planning is broader, covering value, timing, tax and the transaction itself, with succession as one component.
Can you help me sell to family or employees?
Yes. We help structure transfers to family members or a management buyout, as well as third-party sales, and we will help you weigh the trade-offs of each.
Do you handle the tax side?
We coordinate closely with your accountant and attorney on tax-efficient structuring. We are not a substitute for tax or legal counsel, and we say so plainly.