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Business Exit Planning

What is your business worth? Is there a market for selling it? Do you have a succession plan in place? Exit planning is a customized process of setting business exit goals and implementing targeted strategies to achieve them. A comprehensive plan will address your exit timeline, the proper value of your business and to whom you want to transfer your business.

The Principal Financial Group® can assist you and your advisors with implementing one or more of numerous effective techniques:

  • Business valuation - The assignment of a dollar amount value on a business entity or ownership interest. This is vital in determining proper insurance for buy-sell purposes or "pegging" the value of an estate for federal estate tax purposes.
  • Buy-sell agreements - Arrangements between a business and its owners or potential buyers on terms for transitioning ownership of the business at a predetermined triggering event, such as death or disability of an owner. Numerous types of buy-sell agreements can be established — including cross purchase, entity purchase and various other designs.
  • Employee stock ownership plan (ESOP) - An ownership plan that is designed to invest primarily in employer stock. It can provide liquidity for departing owners to effectively exit their business in a tax-advantaged manner.

Approval #501012011

Have a question? Call us at 1.800.986.3343

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