Kyle Schlabach

Background

About Kyle Schlabach

For a business owner, exit planning is all about being proactive and prioritizing the things you can control about transitioning away from ownership. A thoughtful exit planning strategy includes identifying and addressing personal, financial and business needs so you can confidently step away from a privately held business when and how you choose. Taking steps long before you’re ready to exit the business sets you up for a successful shift to your next chapter. Five steps to help you get started: 1. Build your professional team. Determine how much you want or need from a sale. Understand how much your business is worth. Develop a strategy to close the gap between steps 2 and 3. Consider the successor who can best meet your goals. I serve as the financial quarterback of my client's professional team. We start with a discussion of what is important to you. We utilize an established process to build personalized strategies to help you reach your goals. We partner together throughout your life to help keep you on track. Contact my office at 972-317-6716 for a complimentary initial For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see