Trost Financial can help you through the process. We specialize in helping business owners with strategies aimed at increasing the valuation of their business, creating their succession plan, and maximizing the sale of their business. Get started by booking a meeting with our team.

According to the Exit Planning Institute’s State of Owner Readiness Survey, however, only 49% of owners have done no succession planning at all.

Trost Financial helps business owners navigate the financial complexities of business ownership through to retirement. Our team is here to assist you throughout each step of the succession process. We work in tandem with your attorneys, accountants, and other representatives to ensure that you transition seamlessly across our five essential steps of business succession planning.

Are you ready to exit – personally, financially, professionally?

Do you have your financials & documents organized to maximize valuation.

Have you determined the optimal structure for your desired exit?

Are you sufficiently prepared for the negotiation process?

How you will spend your time and resources during and after your exit?