Exit Planning – Minneapolis (MN)

When the time comes to exit an organization, Minneapolis and Minnesota 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.

Minneapolis Exit Planning Experience

KatzAbosch has significant experience guiding Minneapolis and Minnesota 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 – Minnesota 

  • 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 Minnesota 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 Minneapolis and Minnesota? Complete the form below, and a team member will follow up shortly.

About the Minneapolis Business Community

Minneapolis has one of the most diverse and resilient business communities in the Upper Midwest, anchored by a strong mix of corporate headquarters, professional services firms, healthcare organizations, financial institutions, manufacturers, technology companies and small businesses. The city benefits from its role as part of the larger Twin Cities economy, where Minneapolis and St. Paul together form a major regional hub for commerce, transportation, education and innovation. Large employers, a deep talent pool and access to major universities help support a business environment that is both established and adaptive.

The city’s economy is especially strong in healthcare, finance, food production, retail, logistics, marketing, technology and professional services. Minneapolis is home to major corporate and institutional employers while also supporting a large network of entrepreneurs, consultants, contractors, restaurants, creative agencies and neighborhood-based businesses. Its downtown core, North Loop, Northeast Minneapolis, Uptown, University area and surrounding business districts each contribute to the city’s commercial identity in different ways.