As a successful business owner, you’ve spent years turning your vision into a successful enterprise, but have you considered your exit strategy? Preparing for that day is essential. With the right plan in place, you’ll avoid unnecessary taxation, retire with the most cash in your pocket, and make a smooth transition when the time comes. Getting started is the hardest part, so when you partner with Baum CPA we’ll help you take the first steps, and then walk you through the entire process. With us leading the way, preparing for this important time in your life will be both financially rewarding and tax-efficient.

Designing an exit strategy brings up lots of questions like when is the right time to exit? How can I minimize the tax implications? And many others. As your trusted advisor experienced in how to disengage from ROBS, we’ll provide answers to all of your questions and work together to create an exit strategy tailored to you.

Our CPA firm will analyze your complete financial situation, identify ways to control tax exposure, and then help you explore the best options for how to exit your business.

It’s never too early to create a game plan for your financial future. Call 719-493-9499 or request your consultation online now.

Exit Strategies for ROBS Arrangement Business and Franchise Owners:

  • Getting your business ready to sell
  • Identifying ways to increase the value of your business
  • Options for exiting the ROBS structure
  • Proactive tax planning
  • Aligning personal, financial, and business goals
  • Personnel and staffing considerations