​​Strategic Exit Planning​​

At SUR, our clients are focused on their current activities and future growth. We are committed to making sure their financial roadmap ends with several strategic exit options because we all know lives can change in an instant. We understand life throws curve balls and we want to help individuals prepare for those situations by putting precautions in place now. SUR is working on its CEPA certification to aid those clients looking for peace of mind. Whether they want to franchise, create a legacy, or sell to their business partner down the road, it is important to know what to do now to ensure those are suitable options in the future.

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​Business Valuation

It is common for business owners to wonder how to evaluate their business and determine its overall quantitative worth. Many factors come into play, and it is more complex than an analysis of its assets and liabilities. The reasons individuals need proper business valuations can vary. It can be a matter of age, economic pressures, marital disputes, estate planning, legal matters, or an opportunity to expand in your marketplace or buy versus renting a commercial space. Much like net worth, proper business valuations demand time, research, and discussion.

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Termination or Dissolution of your Company

If you have decided to close your business and are ready to file the proper documentation to dissolve or terminate your business entity, then a SUR professional can help you complete the administrative duties of preparing and submitting this paperwork. Before you choose to close your business or business bank accounts, please consult with a SUR professional who can walk through a series of questions with you to make sure you do this at the right time and do not do too early. For example, closing your business bank account before filing your final year tax return OR before you close your EDD or CDTFA account, could cause you more leg work than is needed. Remember, timing is everything and our team can help you talk through the timeline so you can make the best decisions.

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