Burns Valuation Consulting

Succession and exit planning have become critical for financial professionals in the US, particularly as an aging advisor population moves closer to retirement or seeks strategic ways to transition ownership. Whether due to market consolidation, regulatory complexities, or the deep desire to protect client interests, forward-thinking advisors know that a well-crafted succession plan isn’t just a final chapter—it’s the key to preserving legacy, maximizing firm value, and ensuring ongoing client trust. Why Exit & Succession Planning Matter The US financial advisory landscape is undergoing a pivotal shift. With the average advisor now well into their late 50s, a significant percentage will be ready to retire over the next decade. Despite this trend, nearly 40% of advisors lack a documented succession plan—potentially leaving their clients and firms exposed to risks, reduced valuations, and regulatory headaches should an unexpected exit occur. Succession planning brings an intentional...

Few business owners start their journey by imagining its end, but planning an exit is often just as important as starting up. In cities like Atlanta, a booming center for entrepreneurs,   exit planning Atlanta   has become a key strategy for those who want clarity and control over their future. Exit planning isn’t limited to retiring; it also applies when transferring ownership to family, selling to a partner, or seeking new investors. Without such a plan, transitions can trigger chaos—employees feel uncertain, buyers walk away, and legacies lose direction. A structured plan addresses these risks in advance. Core steps often include setting financial goals, updating operations, cleaning up financials, and preparing leadership transitions. Business owners also need to consider tax strategies and legal implications, as overlooking these details can reduce post-exit wealth. Atlanta’s thriving marketplace attracts buyers, but it also means competition among sellers. Planning early...

Selling your business is a significant transition—whether you’re seeking to move on to the next entrepreneurial challenge, retire, or quickly capitalize on your company’s value in Atlanta’s booming business climate. If you want to execute a rapid, efficient sale, it demands strategic planning, clear documentation, and the right mix of professional support. Here’s a comprehensive, actionable guide to help you sell a business quickly in Atlanta. 1. Determine Your Why—and Your Timeline Before anything else, clarify your primary reasons for selling. Are you motivated by a new opportunity, personal needs, or changing market conditions? Atlanta’s vibrant economy—known for its diverse industries, inclusive business community, and low operating costs—often attracts buyers seeking quick acquisitions. Understanding your urgency helps shape your exit strategy and sets reasonable expectations for how swiftly you can execute a sale. 2. Preparation: Get Your House in Order Serious buyers move faste...

Summary Understanding the hidden factors that could affect your business future is essential for success, especially in a competitive market like Atlanta. From undervalued assets to inadequate exit planning, many elements are often overlooked. This blog explores seven key areas that can drastically alter the trajectory of your company—especially if you're looking to buy or sell a business in Atlanta. Whether you're in the early stages of business valuation or preparing for a major transition, these insights will help you make smarter decisions. 1. Are You Undervaluing Your Business Assets? Many business owners focus on revenue and ignore the long-term worth of intangible assets—like brand reputation, customer loyalty, and intellectual property. A comprehensive business valuation looks beyond balance sheets. It’s not just about what you own—it's about how your business is perceived in the market, especially in places like Atlanta where local dynamics can skew the true val...