When the time comes to exit an organization, Providence and Rhode Island 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 Providence and Rhode Island 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 – Rhode Island
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 Providence and Rhode Island? Complete the form below, and a team member will follow up shortly.
Providence’s business community combines the resources of a state capital with the entrepreneurial character of a compact New England city. The local economy includes healthcare, education, financial services, government, tourism, design, manufacturing and professional services. Its position between Boston and New York provides access to major East Coast markets, while Interstate 95, regional rail service, nearby airports and the Port of Providence support business travel, shipping and distribution.
Healthcare and education are among the city’s largest economic anchors. Brown University, the Rhode Island School of Design, Providence College and Johnson & Wales University attract students, researchers and professionals while supporting technology development, entrepreneurship and cultural activity. Major hospitals and medical organizations generate employment and create opportunities for medical practices, life-sciences companies, construction firms, technology providers and professional-service businesses. Rhode Island’s continued investment in life sciences and research commercialization could further strengthen Providence’s role in healthcare innovation.
