Exit/Transition Planning

Supporting owners in the eventual, and
successful, transfer of their business.

Exit/Transition Planning Process

Our transition planning process was originally created to meet the needs of the millions of Baby Boomers who are at retirement age and own privately-held businesses. However, our process is helpful to all owners and the four phases of a business life cycle: Start up, Growth, Maturity and Renewal/Rebirth.

Simply put, a transition plan is a long-term, strategic approach to the transfer of your business to someone else.

Our tailored process is different for every business owner because it evaluates a unique combination of interconnected personal and business issues that result in a successful transition:

  • Personal financial and mental readiness
  • Retirement planning and personal value gap
  • Business valuation and business value gap
  • Owner dependency issues
  • Business growth planning
  • Transfer options analysis

Transfer options analysis is not ONLY about “Cashing In” and Selling to the Highest Bidder. Our transition planning process includes the evaluation of all of your options for the transfer of your business:

  • Sale of the business to an outside party/ strategic buyer
  • Private equity group recapitalization
  • Employee stock ownership plan (ESOP)
  • Management buyout (MBO)
  • Gifting program

Let’s Get Started

Our free Readiness Assessment Survey is designed to measure how you rank on our proprietary chart in terms of your personal financial and mental readiness for a business transition. The twenty (20) survey questions are intended to inform and guide, as well as provide you with your first step towards achieving an eventual successful business transfer. Click below to take the 10 minute survey and get your personalized report instantly.

Our Transition Planning Partner

How Can We Help?

Read Our Reviews

FAZ CPAs is rated 4.93 out of 5.0 stars based on 15 review(s).


FAZ was very professional, knowledgeable and very fair priced. The work performed was prompt, accurate and reliable. I would absolutely hire them again if in need for additional accounting work.

- Arrow Financial Corporation


Excellent to work with. Professional and personable.

- Cambridge Central School District


Awesome team! They were a pleasure to work with. I would definitely recommend.

- Cambridge Central School District


Ese lente

- Martin lambis alcazar


FAZ was extremely thorough and professional in doing our business valuation. We are very pleased with the results

- Anne Choppy


Steve and GeNet were great at the valuation we needed. Very satisfied. Thanks,Vince and Anne

- Vincent M. Choppy



- Zalazar anelardo


Gen'et and Paul were extremely responsive to our needs. They listened and responded to any concerns that we had. I would highly recommend them for any forensic engagement needs.

- Jennifer Mulligan


Thank-you for asking. Our experience was excellent. The people at FAZ showed a depth of knowledge and experience that was very helpful with the undertaking before us. Well done.

- Guy Tombs


The CPAs and staff at FAZ are truly amazing. They explain their process very well and always answered my questions right away. I highly recommend them for all your forensic accounting and evaluation services.

- Ashley Hart


Excellent and responsible.

- Peter Lee


Steve Ferraro did an excellent job and worked tirelessly as our expert forensic accountant witness. Based on Steve's hard work, the jury awarded every penny that Steve showed our client to be entitled to and completely rejected the conclusions of the opposing side's expert.

- Dave Paliotti


Great firm!

- John Harwick


The people at FAZ are amazing. They are true professionals. The staff is knowledgeable & kind. You feel like you matter. Anytime I have questions they take the time to go through everything in detail so I completely understand everything. I would definitely recommend FAZ.

- Dan Dagostino