The Role of the Attorney in the Creation of a Successful Exit Plan

As an attorney and member of the owner's Exit Planning team, you have three primary responsibilities and opportunities.

  • To inform and educate the owner about your role in the Exit Planning process.
  • To facilitate the Exit Planning process by working with the owners Exit Planning advisor to coordinate your activities with those of the owner and his/her other advisors.
  • To provide services necessary to ensure the owner's successful transition from the business.