Transaction Support

Succession planning to maximize the value of your business.

At some point in every business owner’s life, they have to leave the business. Exiting a business is often one of the most important and financially significant events in an entrepreneur’s life. We want to make sure that you are prepared and have a plan going into this process to help you meet your personal, financial, and estate planning goals. Let us work with you at this critical stage in your business life bringing clarity, priority, and documented control to the process. As business owners we understand your challenges and work with you to provide a comprehensive approach to a business transaction. Prior to exiting your business we will work with you to help maximize the value of your company using proven strategies, including:

  • Establishing the value of your current business
  • Clarifying exit options and structures
  • Sourcing potential purchasers
  • Identifying and maximizing transferable value to purchasers
  • Exploring opportunities to minimize and defer tax consequences
  • Working with internal buyers

What our clients are saying

Having a partner like Virtus is a real benefit to our business because not only do they manage and organize the financial side, they provide support with growth planning, tax planning, leadership training and succession planning."
Ryan Leech, Brxton Masonry Inc.

Get in Touch

We can help you with taxation or any other accounting or business needs you may have. Contact us and we'll be in touch soon. If you know your Virtus Advisor’s name, please select it from list to contact them directly. If you don't already have a Virtus Advisor, please select No Advisor and we will have someone contact you shortly.

    Meet Our Transaction Support Specialist

    <