Exit Planning – Orlando (FL)

When the time comes to exit an organization, Orlando and Florida 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.

Orlando Exit Planning Experience

KatzAbosch has significant experience guiding Orlando and Florida 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 – Florida

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

About the Orlando Business Community

The business community in Orlando is driven by a dynamic and diversified economy that extends well beyond its global reputation as a tourism destination, combining hospitality, technology, healthcare, and professional services into a steadily expanding regional market. Tourism remains a foundational pillar, anchored by major attractions such as Walt Disney World and Universal Orlando Resort, which generate significant economic activity and support a wide network of hotels, restaurants, entertainment providers, and service-based businesses. This constant influx of visitors sustains demand across multiple sectors and creates opportunities for both large enterprises and small businesses.

Beyond tourism, Orlando has developed a strong presence in modeling, simulation, and defense-related technology, supported by its proximity to military and research institutions. The region hosts one of the largest clusters of simulation and training companies in the world, with applications spanning defense, aviation, healthcare, and advanced manufacturing. This has contributed to the growth of a broader technology ecosystem that includes software development, digital media, and immersive experiences, often intersecting with the area’s established entertainment strengths.