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Sofer Advisors® eBook

Your Off-Ramp to Success:
How to Build Your Business’s Ultimate Exit Plan

Explore how to avoid the succession trap many small business owners fall into when developing an exit strategy, and discover how a business valuation is critical for reaching your goals.

Better Prepare Your Business for What Comes Next

Our eBook examines the transformative effects a business valuation can have on helping business owners plan for a transition. Whether selling, passing down, or moving on, our eBook provides key insights on:

  • The top reasons why business owners fail to prepare for the future.
  • What a legacy can look like with a well-planned exit strategy.
  • Why M&A matters to small and medium-sized businesses.
  • The macro trends that impact a business’s value.
  • How to determine which type of valuation is right for your business.

Ready to discover the difference a valuation can make when planning the next steps for your business?