When the time comes to exit an organization, Tampa 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.
KatzAbosch has significant experience guiding Tampa 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
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 Tampa and Florida? Complete the form below, and a team member will follow up shortly.
Tampa’s business community is one of the most diverse and fast-growing in Florida, anchored by finance, professional services, healthcare, technology, defense, logistics, manufacturing and corporate headquarters activity. The Tampa Bay Economic Development Council identifies financial and professional services, information technology, life sciences and healthcare, defense and security, manufacturing, logistics and distribution and headquarters operations as core target industries, reflecting the region’s shift from a tourism and real estate-driven market into a broader corporate and innovation economy.
The city benefits from its position on Florida’s Gulf Coast, its port access, its airport, its growing downtown and its connection to the larger Tampa Bay region, including St. Petersburg, Clearwater, Lakeland and Sarasota. Tampa has become especially attractive to companies looking for a lower-cost alternative to larger coastal metros while still offering access to talent, transportation infrastructure and a strong quality of life. Recent recognition as a top city for business headquarters reflects its favorable tax climate, skilled workforce, foreign investment activity and appeal as a relocation market.
