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Business Succession & Exit Planning
OUR SERVICES
Transitioning out of your business — whether passing it to family, key employees, or selling to a third party — is one of the most important financial and personal decisions a business owner will ever face. Yet, too many owners often delay planning until it’s too late, or worse, don't plan at all.
At Jones Global CPA & Advisory Group, we guide business owners through business transitions with clarity, strategy, and structure. Whether you're planning years in advance or facing an urgent handoff, our succession and exit planning services are designed to protect your wealth, align with your goals, and support a well-structured transition.
Our Engagement Tiers
Ongoing CPA/Fractional CFO
Monthly Bookkeeping
Personal/Business Tax Preparation
Personal/Business Tax Planning
Cash Flow Monitoring
Quarterly CFO Meeting
Day-to-Day Advisory
Succession & Exit Planning
Strategic Benchmarking
Retirement Plan Design & Oversight
Annual Exit Readiness Assessment
Annual Business Valuation
Federal & State Compliance Filings
IRS Representation
Standard Operating Procedures (SOPs)
Tax Credit & Incentive Optimization
Entity Restructuring
Coordination with Successors, Attorneys, Advisors & Buyers
Global Wealth Management Add-On
Starting at greater of $1,410/quarter or 1.25% of AUM*
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All engagement tiers include ongoing monthly CPA/fractional CFO support as part of the quarterly retainer
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A minimum one-year commitment is required for all succession and exit planning engagements
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Executive Wealth Management clients receive a 10% reduction on all succession and exit planning services
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For engagements involving more than two primary owners (excluding spouses), an additional $1,500 per quarter applies per extra partner or shareholder
*Executive Wealth Management is a complementary add-on to business succession and exit planning. It offers both ongoing portfolio management and personal financial planning across retirement, tax, investment, insurance, estate, and education. This service is recommended for owners who want a fully coordinated approach to planning for both their business transition and long-term personal wealth. Participant-Level AUM Fee - 1.25%; Plan-Level AUM Fee - 0.5%.
Putting off planning for your succession or exit isn’t just risky—it can unravel everything you’ve built.
Too often, owners delay until it’s too late, leaving families, employees, and their own financial futures vulnerable. Without a clear, well-executed plan, you risk losing not just hundreds of thousands—or even tens of millions—but also the opportunity to preserve future income, growth, and generational wealth.
Our Tailored Approach
Our business succession and exit planning methodology aims to help your business in the case of either internal or external transfer:
Internal Transfer
Transferring your business to family or key employees takes more than good intentions—it takes structure, clarity, and a plan. We guide you through the entire process to ensure a smooth transition aligned with your long-term goals.
During our engagement, we: Develop, implement, and maintain a strategic succession plan Perform monthly/quarterly bookkeeping & financials, tax preparation and planning, forecasting, tax compliance and CFO advisory Restructure and enhance core operations and/or tax structures to improve operational and cash flow-efficiency (if needed) Implement and document key operational and financial procedures Align the transfer with your personal retirement, estate, and lifestyle goals Engage with successors to align transition terms, responsibilities, and long-term objectives Structure internal transfer terms to optimize tax treatment and protect owner proceeds Coordinate with attorneys, brokers, and other accountants/advisors to support a seamless and well-executed external transaction Ensure tax and regulatory compliance during and after the transfer Provide ongoing support after the transfer
External Transfer
Selling to a third party—whether a private buyer, competitor, PE firm, etc.—requires careful preparation. We help position your business for a strong exit by maximizing value, eliminating red flags, and improving financial clarity.
During our engagement, we offer to help you: Develop, implement, and maintain a strategic exit plan Perform monthly/quarterly bookkeeping & financials, tax preparation and planning, forecasting, tax compliance and CFO advisory Determine, track, and work to increase your business’s valuation Restructure and enhance operations and financial and tax systems to increase attractiveness to buyers Implement strategies to increase recurring revenue, reduce expenses, and mitigate risk Normalize EBITDA and conform financials to GAAP standards Identify and address red flags that may reduce valuation or buyer interest Coordinate with attorneys, brokers, and other accountants/advisors to support a seamless and well-executed external transaction Provide strategic input on deal structure to support favorable tax outcomes
On average, around 80-90% of a business owner's net worth is tied to their business, yet only 15% have an active business succession and exit plan designed for them to transition and exit from their business, whether internally or externally to an outside buyer.
According to studies, over 80% of businesses fail to transition to the next generation of family members or employees, largely due to:
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Inadequate succession or exit planning
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Unclear financial and tax strategy for the transition
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Delinquent taxes or outdated/nonexistent books
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Owner’s unpreparedness unprepared heirs or successors
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No buy-sell agreements in place
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Failure to align personal and business financial goals
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Absence of a plan to fund owner’s retirement or to fund the transfer to heirs or successors
For businesses looking to sell externally, nearly 70% fail to complete a successful sale due to:
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Poor documented systems and standard operating procedures (SOPs)
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Nonexistent or out-of-compliance financial or tax systems
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Owner overdependence/lack of delegation of responsibilities
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Limited, outdated, or non-scalable revenue streams
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Lack of middle management or a succession pipeline
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Financial records fail to adhere to GAAP standards
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Owner’s lack of clarity or overestimation of the business’s value
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Delinquent taxes or outdated/nonexistent books
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Business lacks digital presence or tech integration
Prepare the Business. Protect the Legacy.
Whether you're planning an internal handoff, grooming a successor, or preparing for a future sale, the first step to protecting your legacy is implementing a plan that ensures continuity, clarity, and control. Use the calendar below to schedule your introductory call.
Select a time that works for you. We look forward to connecting!