Position your business for a smooth, profitable transition when the time comes. Our comprehensive exit and succession planning services help small business owners prepare strategically, maximize value, and secure their legacy.
Most business owners don’t begin thinking about exit planning until they’re on the verge of leaving. But waiting until you’re ready to step away often means missed opportunities, in valuation, timing, and peace of mind. At Intrepid Financial Services, we believe exit planning should be woven into your long-term growth strategy.
Preparing early allows you to:
Whether you’re exiting in 2 years or 10, your future self (and your family) will thank you for starting now.
Our tailored exit planning services are designed to meet you where you are. We work with solopreneurs, partnerships, family-owned businesses, and growth-stage companies across a wide range of industries.
Our support includes:
We don’t just build a plan, we help you execute it, step by step.
Use the following checklist to gauge your current level of readiness:
Have you had your business valued within the last 2 years?
Do you have an updated buy-sell agreement?
Are your financials clean, clear, and well-documented?
Do you have an updated buy-sell agreement?
Have you started transferring knowledge to key staff?
Is your personal financial plan aligned with your exit?
If you answered “no” to two or more of these questions, it may be time for a proactive conversation.
Download Our Exit Readiness Checklist
Get a free PDF checklist to help you start thinking through the key components of your exit strategy. No fluff—just practical, high-impact questions and action items.
Whether you’re actively planning your transition or just starting to think about the future, the best time to prepare was yesterday. The next best time is today.
Let’s talk about where you are, where you’re going, and how we can help you get there.
Let’s create a plan to take your business to the next level, and build value every step of the way.
