A chief financial officer (CFO) helps with mergers and acquisitions (M&A), succession, and exit by guiding the money side, checking the value of deals, and
Exit planning works best when it starts well before an actual sale. This 2-5 year timeline provides just enough room to grow value, patch gaps,
Key Takeaways You can significantly reduce your tax burden during a business exit by understanding the distinctions between capital gains, ordinary income, and state taxes,
Key Takeaways They are not the same, and you should treat succession planning and exit planning as two separate but equally important endeavors in preserving
Key Takeaways Exit planning services are for you if you’re a business owner pondering a change — no matter the size or structure of your
Key Takeaways You risk significant financial loss and unnecessary stress by neglecting a structured exit plan, which can impact both your business valuation and your
Key Takeaways You gain by starting business exit planning sooner rather than later — it provides you time to increase value, mitigate risk, and align
Key Takeaways It’s not just for the big businesses anymore—startups need an exit strategy too. Fostering an exit mentality from the outset empowers you to
Key Takeaways Proactive exit strategy planning increases your business’s value by attracting better buyers and giving you more leverage in negotiations, especially in the competitive
Key Takeaways Developing an exit plan—preferably several years in advance—will help you control how you exit your business. Don’t wait, and don’t make exit planning
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.
