If you’re ready to sell your business, we can help you position it effectively in the marketplace. Our approach targets a wide range of potential buyers—including strategic and financial investors, as well as local and international prospects.

We create a customized marketing campaign that highlights the strengths and value of your business, generating interest and engagement. As part of this process, we prepare a detailed “Deal Book” or “Selling Memorandum” that provides a comprehensive overview of your operations, performance, and financials.

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Exit Planning FAQs for Business Owners in Bend, Oregon
1. What exactly is “exit planning,” and why do I need it?
Exit planning is a structured process that helps a business owner prepare to transition out of their company—whether by selling, transferring to family, or closing. It ensures you maximize business value, minimize taxes, and achieve your personal and financial goals. For many Bend-area owners, their business is their largest asset, so planning the exit is essential for protecting that wealth.
2. When should I start planning my exit?
Ideally, you should start 3–5 years before you intend to exit. This allows time