You're Not Alone
If you’ve ever thought about stepping away from your business but aren’t sure where to start, you’re far from alone. According to the CAB 2023 Business Owner Survey, 79% of successful owners plan to exit their companies within the next decade. Yet without a structured roadmap like the CAB 9-Step Exit Planning Process, most will fall short of exiting on their terms—and in style.
In fact, recent studies show that at any given moment, 62% of U.S. businesses are confronting ownership transition challenges. The primary reason these transitions fail or underperform?
A lack of proactive planning.
At Continuity Advisors & Brokers, we’ve helped many business owners just like you avoid that outcome. Our proven approach turns uncertainty into confidence, ensuring you leave your business stronger, wealthier, and exactly when you choose.
Let’s talk about building your plan—before time forces your hand.
Three Elements of A Successful Exit
A Roadmap
Exit Planning is a process that helps owners decide where they want to go and how to get there.Experienced Guides
Owners must assemble a team of trained and experienced advisors to guide them through choices and decisions as they work toward their exit goals.
Implementation
Success depends on a disciplined implementation timetable keyed to an owner’s Exit Plan.
Your Successful Exit, Engineered.
Ready to create your successful exit?
We serve as your central coordinator, aligning your team of advisors and implementing your customized Exit Plan precisely on your timetable.
As Members of The CAB Network of Exit Planning Professionals, we bring a proven, systematic process, developed over a decade, to guide you to success.
You remain in control of the most critical decisions:
- When you want to leave your business.
- How much cash you need when you exit.
- To whom you want to transfer ownership.
Our Exit Planning system is a customizable process, not a product. We have no vested interest in any single outcome; our sole focus is on identifying and achieving your specific goals for a successful, desired exit.
The Power of the CAB Network
We didn't build our professional network casually
We developed it strategically to ensure your Exit Plan is robust, current, and effective.
The CAB Network provides us with three critical advantages we leverage for your benefit:
- Cutting-Edge Tools and Design: Continuous access to the latest tools, design ideas, and changing information necessary to customize a state-of-the-art Exit Plan for your unique situation.
- A Deep Bench of Expertise: The ability to consult with other highly trained Exit Planning Advisors across various disciplines, ensuring we can draw upon specialized ideas and knowledge when designing your plan.
- Uninterrupted Excellence: Ongoing education that keeps us at the absolute forefront of Exit Planning strategies and legal developments.
Why Aren't Your Advisors Talking About Your Exit?
The Need for a Coordinated Advisory Team
The truth is, many advisors don't initiate exit planning discussions because they lack familiarity with a proven, coordinated Exit Planning Process.
Effective planning is a team sport. It requires the expertise of multiple professionals—specifically, a CPA, attorney, and a financial or insurance specialist—working together seamlessly as your Advisor Team.
This coordinated effort is the key to unlocking and achieving your ideal exit.
How We Work
Our Approach as Experienced Exit Planning Advisors
As trained Exit Planning Advisors, we deliver success through a disciplined and personalized approach:
Interdisciplinary Teamwork: We operate within an integrated Advisor Team. We understand that a successful exit is the direct product of experienced professionals working collaboratively to achieve your specific exit goals.
Owner-Centered Strategy: Your plan is built around you. We begin by carefully listening to your responses in the Seller's Readiness Checklist and dozens of other questions to fully understand your goals, objectives, and concerns before crafting your unique Exit Plan.
Fee Structure: Our fees are transparently based on the expert creation and systematic implementation of your written Exit Plan.
