Exit with Confidence. Transition with Purpose.
Whether you’re planning to retire, sell your business, or pass the torch to the next generation, a strategic succession and exit plan is essential. At Harper Advisors, we help business owners build structured, tax-efficient exit strategies and succession frameworks that protect enterprise value and ensure seamless leadership transition.
Why choose us for Succession & Exit Planning?
Owner-Centric Advisory
We focus on your personal, financial, and business goals—developing a customized strategy that aligns with your vision.
Business Value Protection
Our process ensures your business remains operationally strong and financially attractive before, during, and after the transition.
Internal & External Succession Support
From family-run transitions to third-party exits, we help identify, prepare, and position successors for long-term success.
Integrated Tax & Legal Planning
We collaborate with your attorneys and tax advisors to ensure your exit is both compliant and financially optimized.
Our Succession & Exit Planning Services Include
Business Readiness & Value Assessment
We evaluate business performance, leadership depth, and market position to determine exit readiness and value.
Successor Identification & Preparation
Support for identifying internal or external successors, with leadership development and training pathways.
Exit Strategy Development
Crafting comprehensive strategies—sale, merger, family transition, ESOP, or partner buyout—that match your long-term objectives.
Tax-Efficient Structuring & Documentation
Planning tools and legal frameworks that minimize tax exposure and streamline the transition process.
Our Process Makes the Difference
We follow a structured process to ensure efficient and accurate tax planning and preparation for our clients.
Our streamlined approach ensures transparency, Harper Advisors, and compliance.
Step 1: Discovery & Goal Alignment
- We begin by understanding your exit timeline, goals, ownership structure, and family/business dynamics.
Step 2: Business Valuation & Readiness Review
- We assess current value, identify risks, and outline action steps to enhance transferability and attractiveness.
Step 3: Strategy & Successor Planning
- We define the best-fit exit method, identify successors or buyers, and create a timeline-based roadmap.
Step 4: Implementation & Transition Support
- Our team ensures proper execution of legal documents, tax planning, and internal communications during the transition.
What Our Clients Say
Exit on your terms, leave on a high note
Your exit is more than a transaction—it’s the legacy of everything you’ve built. With Harper Advisors, you gain expert guidance to ensure your departure is planned, profitable, and seamless.
Focus on Growth.
Leave the Accounting to Us.
Whether you’re a new entrepreneur or an established company, reliable accounting is key to long-term success. At Harper Advisors, our full-spectrum accounting services save you time, reduce stress, and give you the financial visibility you need to grow with confidence.
