70-80% of Businesses are not ready/able to sell when that time comes...it doesn't have to be that way...
Exit Planning is a comprehensive, strategic process that prepares business owners, not just businesses, for a successful transition.
Whether you’re running a construction company, syndicating deals, or managing blind real estate funds, your business might be:
- High income but low value (because it depends on you)
- Operationally strong but structurally unscalable
- Growing fast but not exit-ready
Without a plan, most owners are forced to exit by default, due to burnout, illness, partner disputes, or financial necessity.
With a plan, you can
exit by design,
maximizing your financial return, protecting your legacy, and minimizing taxes.
Exit Planning Includes:
- Business Readiness Assessment
- Owner Readiness & Financial Goal Planning
- Tax Strategy (Capital Gains, QSBS, Installment Sales)
- Strategic Forecasting & Valuation Modeling
- Exit Timeline & Deal Structure Strategy
- Succession Planning & Transition Execution
- Coordination with Legal, M&A, and Estate Professionals
Industries We Specialize In:
- Construction – Contractors, developers, and trades with $2M–$25M in revenue
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Real Estate Syndication – Sponsors and fund managers raising and deploying capital
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Real Estate Development – Operators managing ground-up or value-add portfolios
Understanding Business Growth
Having a Fractional CFO is more than just having someone crunching numbers; it's about having a financial partner to assist with Risk Management, Controls Implementation, Budgeting, Forecasting, Cash Management and much more. For businesses, it means strategizing to minimize liabilities and maximize profits. For individuals, it's about ensuring personal financial health and securing a legacy. Our tax consultants are here to guide you through every step, making sure you're always on the right track.
Exit Services for Businesses
Exit Planning transforms your business into a
valuable, transferable asset by aligning operations, finance, and leadership with long-term goals. It helps the business grow stronger, even if a sale or succession isn’t immediate.
Exit Services for Individuals
Exit Planning isn’t just about the business, it’s also about the owner. It ensures you’re personally and financially ready for life after the business.
Benefits of working with a forward thinking firm...
Working with a forward-thinking Fractional CFO and Tax Advisory accounting firm offers businesses a strategic edge, especially in today’s fast-paced financial environment. This partnership enables companies to access high-level financial expertise without the overhead of a full-time CFO. It’s all about driving informed decision-making, optimizing cash flow, and ensuring that tax strategies are not only compliant but also maximally efficient. With a proactive, results-oriented approach, a fractional CFO can navigate complex financial landscapes, identify growth opportunities, and help minimize risk, all while staying agile and responsive to the ever-changing business climate. This level of insight and support is key to positioning a business for long-term success and scalability.
Choosing the Right Tax Strategist
Selecting the right tax consultant is crucial. You want a partner who not only possesses the necessary expertise and experience but also understands your specific needs. At VBOTAG, LLC | Main Street CFO's, we pride ourselves on offering personalized service that's tailored to each client's unique situation. Our team of seasoned professionals is committed to delivering the highest level of service and support.
Getting Started with Tax Consulting
Taking the first step towards strategic tax planning is easy with Main Street CFO's. Simply reach out to us to schedule a consultation. During this initial meeting, we'll discuss your financial goals and challenges and outline how our services can help you achieve your objectives. It's the first step on your journey to financial freedom and peace of mind.
Whether you're a business owner looking to optimize your tax strategy or an individual seeking to secure your financial future, Main Street CFO's is here to guide you. Our comprehensive tax consulting services are designed to provide you with the expertise and support you need to navigate the complexities of the tax world confidently. Contact us today to learn how we can help you achieve your financial goals.