Planning ahead is one of the greatest gifts you can give your family.

Planning ahead is one of the greatest gifts you can give your family.

Exit Planning & Succession

One of the strengths of the GFP True North Exit Planning Process is that it does not set a predetermined Exit Path for business owners, nor does it take assumptions at face value. Instead, our advisors learn about the business owner’s situation, including the owner’s hopes and dreams for the company, concerns about family and post-exit lifestyles, and what it will take for the owner to consider the business exit successful.

By adhering to a process to discover the best Exit Path for business owners—rather than adhering to an Exit Path and trying to find ways to make that Exit Path work—we now can proactively prevent jumping to conclusions and potentially damaging the future for the owner or the company.

Our Exit Planning Process helps you keep your options open as you determine the best course of action for a successful exit.

The GFP True North Exit Planning Process is a 100% owner-centric approach which was developed to optimize the potential that business owners can leave their business when they want, with what they want and do it on their terms.

At a minimum, these terms include three goals:

  1. Leaving the business on the date the owner wants.
  2. Leaving the business with enough money to assure financial independence.
  3. Leaving the business to the person or group the owner wants.

Once you decide on the best strategy and timeline we create a “personalized” solution with a detailed roadmap for implementation. We understand the importance that your estate plays in your family’s future financial health and legacy.

Our True North Process enables us to coordinate an owner’s business continuity planning, with his or her estate plan. We integrate your value-based goals for legacy, estate and/or succession planning with the strategy and tactics to achieve them.

As experienced and certified exit planners we can design, develop and implement any level of plan necessary. We often uncover additional income and exit goals that sometimes go unnoticed, when planning is confined to standard buy-sell agreements and funding.

Done properly, estate and exit planning will foster future wealth and strengthen relationships and improve communications across all generations.

Our Owner-Centric Succession programs include:

  • Transitioning the business to family members or member.
  • Selling the company to your employees or management
  • Selling to a third party

    Exit Planning Assessment Questionnaire

    79% of successful business owners hope to exit their companies within the next 10 years, but the SBA notes,

    At any given time, 40% of U.S. businesses are facing the transfer of ownership issue and the primary cause for failure… is lack of planning.

    Difficult conversations are always challenging,
    but the benefits of having them are significant.

    Our Process

    The foundation of our client partnerships is our comprehensive wealth planning process, which transcends simple financial planning to provide high-level wealth preservation strategies and ongoing/enduring/consistent coaching.

    Our Mission

    At Granite Financial Partners, our mission is to simplify complex issues and remove barriers to success. To this end, our customized wealth preservation plans align human, intellectual, social, and financial capital in order to unlock the full power of your resources.


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