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Business Transition & Exit Strategy Services In Long Island & NYC

exit strategy business plan services in Long Island, new york

Business Transition/Exit Strategy

“Wondering What The Next Step For Your Business Is?”

You’ve built it, nurtured it, watched it grow and adapted to changes in the marketplace. Now what’s next? Allow Nazaire & Co.’s consulting team, specialized in business transition, to assist you in finding what direction to take your company next, while simultaneously securing the futures of both you and your business.

Our 4 Step Process

We use a unique 4-step process to ensure a successful future for your company.

Research & Evaluation Financial Models Alternatives Implementation
In this beginning stage of the process our advisors come and research and analyze your business from a financial and structural standpoints. This is where we check for signs of weakness as well as opportunities that may occur during the transition process.
From the information gathered, we build you an accurate representation of your financial situation. This model provide a detailed report of your current performance in addition to any ongoing projects, portfolios, and investments. In laymen’s terms, it shows where your business is headed.
Based on your financial model, our team of advisors work to develop several alternatives for you to choose from in regards to where to take your business next. Each alternative can come with their own outcome so we’ll ensure that you fully understand your options before making a decisions.
Once you decided on a direction you’d like to take your business in, Nazaire & Co will assist with the transition process. This can include estate planning, employee stock ownership, and more.

Plan Out Your Next Move With Nazaire & Co. today.

What’s Included?

Our Planning Process May Include Any Number Of The Following:


Generational Transfer

For passing your business onto the next generation.

Employee Stock Ownership Plans

For those that would like to establish stock ownership for their employees.


Equity Risk Management

Evaluating the risk associated with holding equity in an investment.

High-net Worth Life Insurance

Finding suitable life insurance policies for those who have an income of over $100,000.

Sales to Third Parties

When selling your business to someone outside of the organization.

Leadership Development

The development of managers and leaders from within your organization.

Investment management

Ensuring that your investments are managed in a way that meets specific goals.

Estate Planning

The protection of your trust and estate from large taxes through various options.


Sales to Key Employees

In the event that you would like to sell to a member of your organization.

Asset Allocation

The implementation of an investment strategy for your business.

Wills & Trusts

The transfer of assets to another once its original owner has deceased.

Business Valuation

Discovering the true value of your business through an evaluation of its assets, expenses, and revenue.

improve the state of your business today!

Give us a call for additional information on how to place your business in a position for success.