Exit & Succession Planning Services

Secure Your Legacy. Protect Your Business Continuity.

At Hood & Harlow, we help business owners plan and execute successful transitions—whether passing ownership to family, selling to new partners, or preparing for retirement. Our advisors design exit strategies that preserve value, minimize tax impact, and ensure a seamless leadership handover. 

Key Services Include:

Benefits

Owner-Focused Planning

Align your business and personal goals for a smooth transition.

Value Preservation

Maintain operational strength and market appeal.

Seamless Leadership Transfer

Prepare successors for long-term success.

Tax & Legal Alignment

Integrate financial, legal, and compliance planning.

Our Process

01

Discovery & Goal Alignment

Understand ownership goals, structure, and exit timeline.

02

Valuation & Readiness Review

Assess value drivers and identify improvement areas.

03

Strategy & Successor Planning

Select the optimal exit path and define transition milestones.

04

Execution & Ongoing Support

Coordinate legal, tax, and communication steps for a smooth transition.

Frequently Asked Questinons

  • When should I start succession planning?

    Ideally, at least three to five years before your expected exit to ensure proper value building and transition readiness. 

  • Can you assist with family business transitions?

    Yes. We develop family succession plans that balance fairness, continuity, and long-term stability.

  • What if I’m planning to sell my business?

    We help with pre-sale preparation, valuation, and negotiation strategies to maximize sale proceeds.

Exit on Your Terms. Leave on a High Note.

Your exit is more than a transaction—it’s your legacy. Hood & Harlow ensures your transition is strategic, structured, and seamless from start to finish.