Direct Engagement

How We Can Help You

A direct engagement with the Brightworth Business Exit and Transitions Services group is the most comprehensive engagement offered to our business owner clients. This engagement takes a deep dive into your personal finances and your business's readiness for transition/transaction.

In phases one and two of our five-phase process, the BETS team works with you and your current advisory team to understand your unique vision for a successful exit and prepares recommendations in alignment with that vision.

Phase one and two are typically completed in 120 days. Phases 3 through 5 are dedicated to the execution of the plan. Depending on the transition timeline and the type of transition, these phases can last anywhere from 6 months to 5 years.

Pricing for a direct engagement with the BETS team is dependent on the scope of work associated with the project.

business stages


 

Follow the link to schedule a 30-minute, no-obligation consultation with an advisor.

 

START A CONVERSATION

 

Read this entry from our business owner series, Are you asking the right questions?

READ THE CASE STUDY

Have questions?
Want to learn more about our team?

Brightworth helps you by understanding your ultimate goals for your business, family, philanthropy, and legacy. We then review options, create a clear strategy and plan to reach those goals, and partner with you over the long term in executing and monitoring the plan. Throughout this partnership, we can help you with a plan to get an optimized tax outcome, one that is customized to your objectives to include tax, charitable giving, and wealth transfer strategies as applicable. This lets you focus on what you’re best at, successfully managing your business and personal life.

Click Learn More to view our BETS specialists.

LEARN MORE