Business Exit & Succession Consulting
Turn Sweat Equity into Lasting Prosperity.
Exiting a company is equal parts finance, strategy, family dynamics, and emotion. Our exit-first mindset, powered by the proprietary Six1™ Model framework—six advisors on one operating system (EOS)—keeps every piece in sync so you leave on your terms.
Beacon Private Wealth Network: Powering Your Legacy with Liquidity
Exiting a business isn’t the end of your planning—it’s the beginning of a new chapter.
At Beacon, we help you access the benefits of a family office without the $100M threshold.
Through our Beacon Private Wealth Network (powered by CIBC Private Wealth), we bring institutional-grade investment strategies and concierge-level service directly to you. It’s family office-style guidance, designed for entrepreneurs and families who want to build, grow, and live on their own terms.
Six1™ Roadmap
Acting as a facilitator, Beacon sits at the center of your Six1™ advisory team—coordinating tax, legal, wealth, risk, and business specialists into one clear path.
1. Readiness & Valuation
We run a full exit-readiness audit, quality-of-earnings review, and real-time valuation so you know your true market worth and any “value gaps” to close.
2. Value Acceleration
Using EOS® disciplines, we work to streamline processes, strengthen KPIs, and de-risk operations designed to command premium multiples and shorten due diligence drag.
3. Route Modeling
Together we stress-test every path—strategic sale, PE recap, management buyout, ESOP, or intra-family transfer—to find the option that helps maximize value and honors lifestyle, cultural, and legacy goals.
4. Deal Engineering
We design tax-efficient structures (asset vs. stock, QSBS strategies, installment notes, earn-outs, charitable trusts) designed to compress federal, state, and NIIT exposure so more of the sale price reaches your pocket.
5. Market & Negotiate
Our team crafts blind memoranda, vets buyer lists, manages LOIs, and quarterbacks negotiations alongside your attorneys and CPAs to help protect the best-fit buyer on your terms.
6. Close & Transition
We oversee data rooms, reps-and-warranties coverage, and communication roll-outs, coordinating legal, tax, and escrow logistics for a friction-free closing.
Post-Sale Deployment
In the first year after the wire hits, we convert proceeds into a bespoke investment policy, family governance strategies, charitable blueprint, and next-chapter life design— to help ensure that Day 1 of “life after liquidity” is fully funded.
Fully Integrated Support
Personal Wealth Alignment
Parallel retirement income, legacy, and tax-location strategies to help liquidity flow exactly where and when you need it.
Family & Stakeholder Governance
Facilitated family meetings, buy-sell agreement reviews, and successor coaching help keep relationships intact throughout the transition.
Philanthropy & Impact
Donor-advised funds, CRTs, and community-endowment strategies that help turn a once-in-a-lifetime windfall into a multi-generational legacy.
From first valuation conversation to final wire transfer, we orchestrate every financial, legal, tax, and emotional detail—so your exit can feel less like an ending and more like the well-lit beginning of your next great adventure.
Contact Us
Ready to Build, Grow, and Live on Your Terms? We’ll Help Guide the Way.
Book your no-obligation meeting today! No pressure. Just a casual conversation about your vision for the future and how we can help to guide the way.
