When the time comes to exit an organization, Chicago and Illinois business owners need a comprehensive exit plan to follow. This not only helps provide a seamless leadership transition, minimization of disruptions, and continuity, but also provides additional benefits to the business owner. Careful attention is paid to securing their financial future through comprehensive planning, including financial and tax optimization, preserving their legacy, and building a consistent and stable future. Since exit planning is a comprehensive process that requires a variety of skills and disciplines, it is essential to work with an experienced, qualified advisor who can guide you through the process.
KatzAbosch has significant experience guiding Chicago and Illinois businesses and organizations through the exit planning process. Our team has decades of experience working with business owners to prepare the company for the exit event. From the initial exit readiness assessment to succession planning and post-transaction planning, our team brings together tax, accounting, and valuation experts to create an additional dimension of value. Beyond this, team members have earned both the Certified Exit Planning Advisor (CEPA) and Certified Valuation Analyst (CVA) certifications. The result is a proven process backed by knowledge and experienced advisors.
Exit Planning Services
KatzAbosch provides exit planning services to businesses and organizations from our Baltimore offices. Interested in learning more about the exit planning services offered to companies in Chicago and Illinois? Complete the form below, and a team member will follow up shortly.
The small business community in Chicago is one of the most diverse and dynamic in the United States, reflecting the city’s broad economic base, dense population, and strong neighborhood identity. Small businesses are deeply embedded in Chicago’s fabric, ranging from family-owned restaurants and retail shops to professional services firms, construction contractors, logistics providers, and tech startups. Many of these businesses are concentrated in distinct neighborhood corridors such as Pilsen, Logan Square, Hyde Park, and Lincoln Park, where local culture and community ties drive both customer loyalty and entrepreneurial activity.
Chicago’s central location and infrastructure—anchored by major transportation hubs like O’Hare International Airport and extensive rail and highway systems—make it an attractive environment for small businesses involved in distribution, manufacturing, and import/export services. At the same time, the city has seen steady growth in knowledge-based small businesses, particularly in technology, marketing, consulting, and financial services, often supported by incubators and innovation hubs affiliated with institutions such as 1871 and universities like University of Chicago and Northwestern University.
