When the time comes to exit an organization, Portland and Oregon 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 Portland and Oregon 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 – Oregon
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 Portland and Oregon? Complete the form below, and a team member will follow up shortly.
Portland has a distinctive business community shaped by advanced manufacturing, athletic and outdoor brands, food and beverage production, technology, clean energy, healthcare, logistics, professional services and a strong culture of small business ownership. As Oregon’s largest city, Portland serves as a major economic center for the state and the broader Pacific Northwest, with access to West Coast markets, international trade routes, regional transportation networks and a highly educated workforce.
Universities and colleges play an important role in Portland’s business community by supporting workforce development, research and entrepreneurship. Portland State University, the University of Portland, Oregon Health & Science University, Reed College, Lewis & Clark College and nearby community colleges help supply talent in business, healthcare, engineering, technology, law, design, education and public service. These institutions also connect with employers through internships, research partnerships, workforce training and civic engagement.
