Exit Planning – Des Moines (IA)

When the time comes to exit an organization, Des Moines and Iowa 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.

Des Moines Exit Planning Experience

KatzAbosch has significant experience guiding Des Moines and Iowa 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 – Iowa

  • Business value assessment and valuation benchmarking
  • Cash flow and transferability analysis
  • ESOP education and preliminary suitability analysis
  • Exit readiness assessments (value, financial, and personal readiness)
  • Identification and prioritization of value drivers
  • Key employee incentive and retention planning
  • Quality of earnings and financial normalization
  • Succession planning (internal transfers, management buyouts, family transitions)
  • Transaction advisory support through the ESOP process
  • Third-party sale preparation and pre-LOI planning
  • Post-transaction financial planning in coordination with the client’s advisory team

Contact our Des Moines Exit Planning Team

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 Des Moines and Iowa? Complete the form below, and a team member will follow up shortly.

About the Des Moines Business Community

The business community in Des Moines is widely recognized for its stability, strong financial services presence, and steady economic growth supported by a balanced mix of legacy industries and emerging sectors. As one of the leading insurance and financial services hubs in the United States, Des Moines is home to major firms such as Principal Financial Group and Nationwide, along with a concentration of regional and national insurers, asset managers, and fintech-related organizations. This cluster has created a deep talent pool in finance, actuarial science, and compliance, while also driving demand for legal, accounting, and advisory services across the region.

Downtown Des Moines has experienced ongoing revitalization, with areas surrounding Principal Park and the central business district serving as focal points for corporate offices, small businesses, and community engagement. The city’s relatively low cost of living and business-friendly environment continue to attract both startups and established companies, while local universities and workforce development initiatives provide a steady pipeline of talent. Overall, the Des Moines business community reflects a pragmatic and resilient economic profile where financial services, agriculture, and emerging technology sectors intersect to support long-term, sustainable growth.