Business Exit Planning Services

Whether you’re planning on selling your business in the coming years or simply want to keep your options open, creating a business exit plan is a great way to feel more secure in your financial future. Business exit planning is critical to the financial security of any business owner and should be taken seriously. With business exit planning services, you can ensure you’ll get the most out of your company when you move on to bigger and better things.

At Fort Pitt Capital Group, you can work directly with a Certified Exit Planning Advisor (CEPA). The CEPA program is the most widely accepted and endorsed professional exit planning program worldwide and was specifically designed for firms that work with closely held businesses. Our in-house Certified Exit Planning Advisor has been specially trained to create plans for business owners that will address their business, financial and personal challenges while providing them a clear path to achieve their goals.

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How Working With Fort Pitt Can Help You

Hiring a professional to assist you in business exit planning offers many benefits to you as a business owner:

Value maximization: Our skilled consultants will help you structure a plan that will optimize your business. With years of training and experience, your qualified advisor will help you build business value, limit taxes, and bring in the most returns.
Greater success rate: The individualized assistance and skill that professional business exit planners bring to the table ensures you’ll see a higher success rate than you would if you tried to prepare on your own.
Peace of mind: You’ll feel relaxed and secure, knowing that you’re getting the highest quality assistance to optimize your business and don’t have to go through the process alone.

Read our blog, Top 7 Tips for Succession Planning.

Benefits of Working WithFort Pitt Capital Group

Benefits of Working With Fort Pitt Capital Group

When you work with us to sell your business, you can trust that we will stay true to our core values to bring you the highest satisfaction rate:

Exceptional client service: We value our clients and care about the experience they have with us. That’s why we put your best interests at the forefront when managing your finances and providing financial advice.
Transparency: We keep you in the loop by communicating openly and clearly about financial proceedings, so you always feel confident and informed.
Investment strategy: We utilize market research and analytics to develop portfolios that will stabilize your financial future.
Internal expertise: Our team of skilled consultants uses their diversified set of talents to create the most value for our clients.

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Book Business Exit Planning Services at Fort Pitt Capital Group

If you’re planning on selling your business and need professional advice, Fort Pitt Capital Group has your back. Our in-house team of advisors specializes in providing individualized wealth management, investment analysis, and financial planning services so that you can get the most personalized results.

To schedule business exit planning services, fill out our online form, or give us a call at 1-800-471-5827.

Exit Planning Services