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Exit Planning

Exit planning is often the last and most under utilized part of any family run business. This one of the reason that under 3% of all family businesses make it to the third generation.

We help to make programs in conjunction with your family and accountants will increase the chance of success in transition. 

Families and businesses are all different, and we understand that there is no right or wrong way to pass on a company; however, let us explain our experiences and knowledge to help your business and legacy get set up for long-term success.

Purchase / Sale Evaluation

Third Party Sale and Purchase evaluations are one of our most popular services. Our clients will come to us with their potential purchases to ask for a second opinion.

We will prepare anywhere from a simple to complex market evaluation of the business in question. This includes a range of value and profitably indexes to exemplify ROI based on the various purchase values of the business. This will help you know how much to buy a business for or how much your business is worth to potential buyers.

Business Sale Package Preparation

Let us help you to get ready for the sale of your company in a way that will allow you to achieve maximum return. Most people dedicate their whole life to building up a business that contains a majority of their wealth. We want to help you capture this.

Our services include, but are not limited to:

  • Making sure company procedures and manuals are in place for the new owner. 

  • Making sure your sale "Cover Page" and "Overview Package" are in place.

  • Connection with our network of business brokers and investors looking to make business acquisitions.

  • Exit planning to help the transition to your next en-devours.


the hardest part in your entrepreneurial journey

Planning for a Sale or Succession Plan

Magnolias offers comprehensive business exit planning services, to help ensure you are ready when the time comes to exit your business.


Our goal is to prepare your business for a sale or succession plan. We will work on company systems and procedures to help increase the value of your business and to leave your business with the greatest chance of success through the changeover and transition.



Magnolias also offers a Business Broker service to help business owners and potential buyers / investors come together. Our business listings can be found on our business broker service page.

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