April 19, 2018

Strategy Management, LLC is pleased to announce the official launch of its Exit Planning Services for Business Owners and Shareholders who are contemplating retiring, transitioning or selling their businesses within the next one to five years.

Bob Cinquegrana, Certified Exit Planning Advisor (CEPA) said “planning for the sale or transition of a business well in advance of the transaction is essential in order to maximize the value received by the owner(s) and to ensure that the owner(s) is financially and personally prepared to complete the transaction.” According to the Exit Planning Institute:

  • 12 months after selling, 3 out of 4 business owners surveyed “profoundly regretted” the decision.
  • 70-80% of businesses put on the market don’t sell.
  • 95% of M&A professionals believe a business owner’s unrealistic expectations of company value are the biggest obstacle to sale or transfer.
  • Only 30% of all family-owned businesses survive into the second generation; 12% survive into the third generation; and only 3% operate at the fourth generation and beyond.
  • Two-thirds of business owners do not know all their exit options.
  • 78% of business owners have no transition team, 83% have no written transition plan; 49% have no plan at all. 

Strategy Management's Exit Planning Services solve all of the above issues and assist business owners and shareholders to maximize the value of their business and ensure a successful sale or transition. When the time comes, Strategy Management, as registered investment bankers, is also prepared and capable to handle the transaction itself. To learn more, please visit the Exit Planning Page of our website at

Strategy Management, LLC provides Corporate Advisory, Exit Planning and Investment Banking Services to mid-market and emerging growth companies throughout the various stages of the business life cycle. For more information about these services, contact Bob Cinquegrana at or call him at (443) 548-5801.

Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC.

Strategy Management, LLC and Evergreen Advisors Capital LLC are separate entities.