Business Succession & Exit Planning

Whether it’s time to retire or sell, it’s important to plan ahead with a strategy to exit on your own terms.

Mike Tarrant works with business owners uniquely, designing common-sense plans to help them create better financial security and control.

We aim to help you better understand your business’ potential and its impact on your personal plan. Where needed, we will help coordinate your Business Planning with Allied Professionals to help you make the most of your largest asset.

Because we believe making informed decisions can lead to more freedom, flexibility, and less stress, we want to help you identify and understand the best options for your business.

Business Succession & Exit Planning Services include:

  • Value Enhancement Advice
  • Informal Business Valuations
  • Personalized Strategies for Benefits, Retirement Plans, Protection & Cash Management
  • Succession, Continuity & Exit Planning

Wondering how our process works?

Download our Client Service Overview for a detailed explanation of how we would work together.

Ready for a conversation?

Book a time for a Zoom meeting or chat on the phone to explore working together.

200 Ashford Center North, Suite 400 | Atlanta, GA 30338 | 770.353.6414

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Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Tarrant Financial and IFG Advisory, LLC, are separate entities from LPL Financial. Mike Tarrant is currently registered to conduct business in the following states: CA, CO, DC, FL, GA, HI, LA, NC, NY, OH, PA, SC, TX, WA, and can be registered to conduct business in other states and US territories as needed.