Strategic Exit Planning for Business Owners & Founders
At AXIOM Founders Family Office Inc., we specialize in exit planning service in Scottsdale, AZ, designed to help business owners, entrepreneurs, and founders navigate the complexities of transitioning out of their companies. That means that whether you’re planning for succession, mergers and acquisitions (M&A), or preparing your business for sale, our financial planners‘ corporate exit planning service in Scottsdale, AZ ensures that your transition is smooth, financially optimized, and aligned with your long-term personal and business goals.
Selling or exiting a business is one of the most significant financial decisions a business owner will make. Without proper planning, founders often leave money on the table, face unexpected tax liabilities, or struggle with succession challenges. Our comprehensive exit planning process helps ensure that your business transition is strategic, profitable, and seamless.
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“Strategic Insights for Successful Business Exits”
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- Build a plan that supports your lifestyle, family, and legacy
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Preparing for a Profitable Business Exit
A successful exit requires more than just finding a buyer or handing over the reins. It involves business valuation, tax strategy, leadership succession planning, and financial structuring to ensure you maximize value while minimizing risks. At AXIOM, we provide customized exit strategies for business owners across Scottsdale and Phoenix, ensuring their transition is well-executed and financially rewarding.
Business Valuation
Understanding What Your Business is Worth
Before deciding to exit your business, it’s important to know where you are in life, meaning, are you ready to let go of the reins of the business your built? Are you ready to move on? And financially, what will your family’s lifestyle be after the sale? As you build wealth for your family, understanding your business value today can help tremendously as you plan and create a timeline going forward. For planning purposes, t’s essential to accurately determine your business’s market value Our business valuation services help you understand what your company is worth and help identify areas where you can focus attention to increase its valuate before exit.
Key Components of Business Valuation:
- Financial Analysis – Reviewing revenue, profitability, and growth potential.
- Market Comparison – Analyzing similar businesses in Scottsdale, Phoenix, and nationally.
- Risk Assessment – Identifying potential risks that could impact valuation.
- Optimization Strategies – Developing actionable steps to increase business value before exit.
Knowing your company’s value is key to a Founder’s exit plan. Whether you’re selling, merging, transferring ownership or simply planning for that future date when all the numbers make sense for an exit, our business valuation service helps you understand what is the value of your largest asset today.
Succession Planning
Planning for a Smooth Transition
For business owners looking to pass their company to the next generation or internal leadership, a strong succession plan is critical. Many Scottsdale and Phoenix-based business owners want their business legacy to continue long after they themselves step away from day to day operations.
Our Succession Planning Services May Include:
- Identifying Key Leadership Candidates – Grooming internal executives or preparing a family successor.
- Structuring Ownership Transitions – Implementing strategies for equity distribution and management continuity.
- Minimizing Tax Impact – Ensuring a tax-efficient transfer of ownership.
- Risk Mitigation – Reducing operational and financial risks during leadership transition.
- A full hands-on assessment by a Fractional CFO
Succession planning isn’t just about who takes over—it’s about helping your company thrive long after you let go of the reins.
Mergers & Acquisitions (M&A)
Structuring Successful Deals
If your exit plan includes selling your business, merging with another company, or acquiring new assets, M&A expertise is critical to structuring a deal that leads to your best outcome.
A qualified M&A Expertise may assist with:
- Identifying Potential Buyers or Partners – Finding strategic investors or companies interested in acquisition.
- Negotiating Deal Terms – Ensuring that contract structure, pricing, and financials benefit you.
- Due Diligence Management – Assisting with legal, financial, and operational analysis.
- Tax-Efficient Structuring – Minimizing capital gains taxes and other exit-related liabilities.
For business owners in Scottsdale and Phoenix, a strategic M&A approach can mean the difference between a successful, lucrative exit and leaving money on the table.
In this often once-in-a-lifetime event – the sale of your business – we cannot emphasize enough how important it is to you to have the right professional team helping you navigate the complexities of exit.
Fractional CFO
Expert Financial Guidance To Help Build Company Value
Not every business owner has a full-time CFO on staff, in fact, most don’t That’s where a Fractional CFO can provide expertise, guidance, and hands-on work, to help grow the business and get your business ready for exit.
How a Fractional CFO Supports Your Exit:
- Cash Flow & Profitability Analysis – Optimizing financials before an exit.
- Budgeting & Forecasting – Good forecasting and planning leads to better future results.
- Financial Statement Preparation – Ensuring accurate and professional financial records.
- Operations – Working on efficiencies to continuously add to profits.
With a dedicated financial expert and personal concierge side by side with you in your business, you can navigate the path forward with more confidence.
Retirement
Plans for Business Owners & Employees
Which Retirement Plan is right for your business? It all depends on what you are trying to accomplish and what your company looks like. A one person shop with high profits sitting on too much cash? A hundred employees and lots of employee turnover?
A professional service business with two dozen highly paid employees? Your plan should fit your company now and leave room for your business to grow. In addition to helping you save for retirement, the right plan can help you attract and retain top talent. We help business owners in Scottsdale and Phoenix design and implement customized retirement plans that work for both the company and its employees.
Retirement PlanServices Include:
- 401(k) Plan Design & Implementation – Helping businesses set up tax-advantaged retirement plans.
- Defined Benefit & Profit-Sharing Plans – Structuring plans to align with business cash flow and goals.
- SEP & SIMPLE IRAs – Ideal for small business owners looking for cost-effective retirement solutions.
- Executive Compensation & Deferred Compensation Plans – Attracting and retaining key employees with smart financial incentives.
- Tax-Efficient Retirement Strategies – Allowing owners and employees to maximize retirement savings while minimizing tax liabilities.
A well-designed retirement plan can enhance employee retention, provide tax benefits, and help create financial security for you and your workforce. Whether you’re a small business in Scottsdale or a growing company in Phoenix, you should have the right retirement plan for your needs. Design, implementation, ongoing maintenance and plan termination – we are here for every step of your plan life cycle.
Why Choose AXIOM Founders Family Office for Exit Planning?
1. Business Owner-Focused Approach
You want to fully understand your exit choices before making any decisions. That’s how we can help. Starting with your vision, getting clarity on what you want for your company, your employees, for your family, your exit path becomes more clear.
2. Holistic Financial Strategy
Your exit must be in alignment with what you want for your family and your long term vision for a life of significance. That long term view, that holistic view, that’s what matters most. Exit planning goes beyond just selling a business: it’s your shared vision for your future, comprehensive wealth management, charitable impact, legacy planning, tax strategy, wealth preservation and everything else that matters most to you.
3. Deep Scottsdale and Phoenix Market Expertise
Your Arizona team understands our local marketplace. If you are new to Arizona or been here since 1911 like Armando’s grandmother, you will find our local market expertise and access to local market information, unbeatable.
4. Multi-Disciplinary Team
Your professional exit team is second to none, bringing together the right expertise for your particular situation
Plan Your Business Exit with Confidence
Whether you’re preparing to sell your company, transition leadership, or merge with another business, having a structured exit plan typically leads to the best outcome. Exit planning service in Scottsdale, AZ helps business owners maximize their financial outcomes, reduce risk, and create a plan that aligns with their future goals.
Schedule a Consultation Today!
Let’s start planning your exit strategy today. Contact AXIOM Founders Family Office to discuss your goals and begin creating a customized plan that helps you reach your goals and achieves exit on your terms. At AXIOM Founders Family Office, we help business owners in Scottsdale and Phoenix turn their years of hard work into a lasting legacy.
MEET OUR EXPERT TEAM
Armando Roman
Family CFO
Tom Marki
Family Wealth Advisor
Financial Services
Scottsdale, Arizona
7373 E Doubletree Ranch Rd. 170
Scottsdale, Arizona 85258
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