Exit

Line up for a flawless touchdown

In every business lifecycle, there comes a time to exit. You’re either bought out, pushed out, or wheeled out. Crafting an effective and attractive exit plan isn’t a quick process.

As you can probably tell, we take a different approach at Melo. It starts by discussing the ways we can work with you and then taking a step back to understand your options. When exiting your financial planning firm, there are typically two paths: selling internally or finding an external buyer. What path is best for you? Actually, don’t answer that right now. That’s what we’re here to find out.

You won’t find many people like us who have first-hand experience. We’ve stood exactly where you stand now. We understand your hopes and fears, and how to help you complete a successful exit.