Exit Planning

Our mission is to help our clients attain their goals by analyzing their needs and creating a holistic plan to protect their legacy, enhance business valuation, and achieve their life-long aspirations.

Exit Planning Services

Valuation

We will help you determine a general estimate of the fair market value of your business. This process also includes understanding Key Performance Indicators (KPI’s) that effect valuation.

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Pre-Liquidity

Prior to selling, we will work with you to determine optimal exit timing, assemble a team of advisors, evaluate exit options, coordinate tax planning, develop a personal financial, and discuss wealth transfer and estate planning strategies.

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Post-Liquidity

After you have successfully sold your business, we will work with you to prepare the family and develop a customized investment strategy to replace your business income. Ultimately, we will be there for you to overcome the challenges of life after exit.

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Exit Planning Experience

Mark Kravietz has earned his designation as a Certified Exit Planning Advisor (CEPA®) from the University of Chicago's Booth Business School. He is a founding member and President of the New York Chapter of the Exit Planning Institute (EPI). He has counseled many clients through the succession planning and execution processes of their businesses.

Values-based

Your needs and objective are at the foundation of our strategy. We offer comprehensive, objective, competent and planning-based solutions that help business owners maximize opportunities, preserve their values and prepare for the future they envision. We assess the external and personal factors that impact your business’s liquidity strategy, including economic outlooks, IPO and M&A cycles, as well as family and legacy goals. We work collaboratively with your other advisors to bring you a holistic view of your entire financial life.

Another Successful Business Owners Forum

The 5th annual New York Business Owners Forum with the Exit Planning Institute was, yet again, a success. This forum brings together over 80 high net worth business owners, internationally recognized keynote speakers, and top-tier advisors. The event provides an opportunity to share the latest industry trends and ideas.

FEATURED RESOURCES

Exit Coach 20M Interview: Working After Retirement

Mark Kravietz discusses working after retirement and the trouble with idle time.

FEATURED VIDEOS

BOF 2020: Traumatized & Exhausted-The Great Family Business Exit Begins

BOF 2020: Pivotal 2020 Election-What You Need to Know

BOF 2020: What Business Owners Should Do About Estate Planning Before the End of 2020

Business Owners Forum 2020 Opening

Long Island Business Owners Forum 2016

Awards & Recognition

Exit Planning Institute’s Leader of the Year
2016

Exit Planning Institute’s Excellence in Planning
2014

Exit Planning Institute’s Volunteer of the Year
2014

ALINE means comprehensive, holistic wealth management solutions with a decidedly human touch. We will work tirelessly to help ensure your goals and needs remain ALINED through every twist and turn of your financial journey.

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