Exit Planning

Stonegate Wealth is proud to offer business owners a turnkey business exit process. We have partnered with Clear Advice Business, a consulting firm based in Boca Raton, FL with 30 years of experience helping owners create a successful exit strategy.

Clear Advice uses a simple formula:

Build – Protect – Monetize

Through their proven process, Clear Advice not only customizes the exit process for business owners but facilitates their exits as well.

Clear Advice specializes in companies valued between $10 and $150 Million.

The goal of both Stonegate and Clear Advice is to work together to ensure a smooth transition into either retirement or your next exciting venture.

Protect Value

As you build the value of your business, it is critical that you protect the value of your business. Clear Advice Business provides clients with mission-critical strategies that have helped business owners save millions of dollars, by protecting their business assets several years before an exit.

Tax Erosion Protection
Protecting Intellectual Property
Business Succession Plan
Key Employee Strategy
Financial Controls

Monetize Value

For most business owners, the monetization of their business is the most important step in the entire process. As part of the Clear Advice services, we explore many different strategies to monetizing business value. Our goal is to maximize value to the client, by providing clear advice through our 3-step process.

Monetize Goodwill
Internal Monetization
External Monetization
Family Business Legacy

Build Value

Protect Value

Monetize Value

Exit
Planning