When the time comes to exit an organization, Salt Lake City and Utah 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 Salt Lake City and Utah 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 – Utah
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 Salt Lake City and Utah? Complete the form below, and a team member will follow up shortly.
Salt Lake City’s business community is a fast-growing and increasingly diversified economic center that serves as the commercial hub of Utah and much of the Intermountain West. The city benefits from a central western location, an expanding population, a relatively young workforce and transportation connections that provide access to markets throughout the Mountain West. State government, professional services, construction, real estate, tourism and education remain important parts of the local economy.
Small businesses contribute to the character of Downtown Salt Lake City, the Granary District, Central Ninth, Sugar House and other commercial districts. Independent restaurants, retailers, breweries, creative companies and professional practices benefit from networking and assistance provided by the Salt Lake Chamber, neighborhood organizations and the city’s Department of Economic Development. Municipal business-development programs focus on small-business support, company recruitment, retention, expansion and access to financing.