Business Exit Planning: Is Your Business Exit-Ready?

51% of Owners Plan to Sell— Only 20% Succeed

Get a clear, unbiased exit planning snapshot of your business’ sale potential, deal readiness, and your family’s financial future.

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Why It Matters

Your business is likely your largest asset—and your retirement depends on it. Exiting without a plan can put your financial future and your family’s security at risk.

Serious buyers are out there on Long Island, but only sell-ready businesses attract real offers. With the right planning, you can help maximize net proceeds and minimize taxes while positioning your business for a successful sale.

What Our Exit Success Blueprint Covers

Strategic Goal Setting

Clarify your personal priorities, financial targets, and vision for life after the sale

BUSINESS Valuation Analysis & Cash Flow Planning

Collaborate with deal team to review early valuation and model cash flow to confirm the sale supports your long-term goals.

Tax & Charitable Strategy

Identify ways to minimize taxes and explore charitable options before deal terms are set.

Deal Team Coordination

Introduce, manage, and collaborate with trusted M&A advisors, attorneys, CPAs, investment bankers, and more.

Deal Structure Review

Optimize all deal terms and highlight risks such as earn-outs, escrows, and R&W insurance.

Go/No-Go Guidance

Receive clear, objective feedback on timing, structure, and overall exit readiness.

Mindset & Transition Coaching

Support through the emotional and strategic decisions of exiting so you can stay focused on running your business.

Post-Sale Wealth Management

Build a long-term plan covering your investments, estate strategy, tax planning, and life after the exit.

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Why JJ Burns & Company

Most business owners are experts at running their companies, not navigating complex negotiations or understanding what drives valuation. JJ Burns & Company works with Long Island business owners to plan successful exits and prepare their companies for sale. We help you uncover your business’s true value, position it to stand out with buyers, and ensure your first offer can support your long-term goals. If the offer isn’t right, we guide you in strengthening the business and finding a better path forward. An experienced advisor can help make a meaningful difference in both the price you receive and your confidence in the outcome.

Extensive experiencehelping high-net-worth business owners plan and execute successful exits.
White-glove approachmanaging your deal team and M&A process from start to finish.
Objective guidanceto align your exit with personal and financial goals.
Trusted Long Island presencewith deep business planning and wealth management expertise.
Active coordinationof your exit team so you can stay focused on running your business.

How It works

Flat Fee

$10,000 fixed engagement

A simple, transparent structure with no surprises, hidden costs, or success fees.

Payment Schedule

$5,000 at signing +
$5,000 at delivery

You pay half upfront & half when your deliverables are complete.

Fee Credit

Second payment waived

Your final $5,000 is waived when you continue with us for investment management.