Exit Planning
Our mission is to help our clients attain their goals by analyzing their needs and creating a holistic plan to protect their legacy, enhance business valuation, and achieve their life-long aspirations.
Exit Planning Services
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.
Values-based
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.
Another Successful Business Owners Forum
The 5th annual New York Business Owners Forum with the Exit Planning Institute was, yet again, a success. This forum brings together over 80 high net worth business owners, internationally recognized keynote speakers, and top-tier advisors. The event provides an opportunity to share the latest industry trends and ideas.
NYC BOF 2016
More than 130 business owners gathered to learn about the tremendous benefits of having am exit strategy.
Exit Coach 20M Interview: Working After Retirement
Mark Kravietz discusses working after retirement and the trouble with idle time.
Mark Kravietz Awarded 2014 Excellence in Planning Award
The Exit Planning Institute presented Mark Kravietz with a 2014 Excellence in Exit Planning Award to honor professional advisors that are thought leaders and pioneers in the industry.
Exit Planning Case Study
Mark Kravietz was introduced to John about 5 years ago. He was 55 and running a growing business. He was putting in 100+ hours a week and although he loved the challenge of growing a business, he realized he was missing out on a lot of things in life.
BOF 2020: Traumatized & Exhausted-The Great Family Business Exit Begins
BOF 2020: Pivotal 2020 Election-What You Need to Know
BOF 2020: What Business Owners Should Do About Estate Planning Before the End of 2020
Business Owners Forum 2020 Opening
Long Island Business Owners Forum 2016
Awards & Recognition
Exit Planning Institute’s Leader of the Year
2016
Exit Planning Institute’s Excellence in Planning
2014
Exit Planning Institute’s Volunteer of the Year
2014
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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