VALUATION
We will help you determine a general estimate of the fair market value of your business. This process also includes understanding Key Performance Indicators (KPI’s) that effect valuation.
PRE-LIQUIDITY
Prior to selling, we will work with you to determine optimal exit timing, assemble a team of advisors, evaluate exit options, coordinate tax planning, develop a personal financial, and discuss wealth transfer and estate planning strategies.
POST-LIQUIDITY
After you have successfully sold your business, we will work with you to prepare the family and develop a customized investment strategy to replace your business income. Ultimately, we will be there for you to overcome the challenges of life after exit.
Exit Planning Experience
Mark Kravietz has earned his designation as a Certified Exit Planning Advisor (CEPA®) from the University of Chicago’s Booth Business School. He is a founding member and President of the New York Chapter of the Exit Planning Institute (EPI). He has counseled many clients through the succession planning and execution processes of their businesses.
Do You Know What Your
Business is Worth?
Your needs and objective are at the foundation of our strategy. We offer comprehensive, objective, competent and planning-based solutions that help business owners maximize opportunities, preserve their values and prepare for the future they envision. We assess the external and personal factors that impact your business’s liquidity strategy, including economic outlooks, IPO and M&A cycles, as well as family and legacy goals. We work collaboratively with your other advisors to bring you a holistic view of your entire financial life.
Schedule a Valuation
Exit Smart
“EXIT SMART Vol. 2: Spotlights on Leading Exit Planning Advisors” is an interview-style compilation of conversations with the nation’s leading Exit Planning Advisors, including Managing Partner and Founder of ALINE Wealth, Mark Kravietz. Meet the experts and hear their insights while they shed light on what a proper exit plan should consist of. In these interviews, our panel of advisors also bust common myths and misconceptions, thus eliminating fears commonly associated with exiting a business today.
Thinking About Selling Your Business?
BOF 2020: Traumatized & Exhausted-The Great Family Business Exit Begins
BOF 2020: Pivotal 2020 Election-What You Need to Know
LONG ISLAND
445 Broadhollow Road Suite 332
Melville, NY 11747
NEW YORK CITY
300 Madison Ave, 29th Floor
New York, NY 10017
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HTA Client Relationship Summary
HTS Client Relationship Summary
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