Business Planning Solutions

Business Planning Solutions, Succession Planning and Exit Planning

Create a Better Business and increase your business value with UMB’s Business Planning Solutions tailored uniquely for business owners.

We can help you whether your business is in the Growth, Maturity or Exit Phase!

Business Planning Solutions unique to you and your business

No two business owners are the same, which is why we take the time to listen and get to know you—your story, your values and vision for the future.

Side-by-side support

We will be with you throughout the process, from preparing to exit and managing the transition to helping you with your next steps.

A collaborative approach

We want to ensure you have a holistic plan and full support, which is why we collaborate with your team and any outside advisors to build you a comprehensive strategy.

Schedule a consultation with a UMB team member

Your custom timeline

Whether your exit is 10 years, 5 years, or only a year away, we’ll be here to guide you through the process— from coordinating with your advisors to building a comprehensive exit plan that positions you and your family for what’s next.

Planning your legacy

Selling or passing along your business means you are stepping into a new lifestyle—and that can be overwhelming. UMB can help you prepare for life after work, while ensuring your needs are met and your legacy is well-planned. We understand the importance of FAMILY when planning for business transitions.

UMB Together

UMB Business Planning Solutions has a proven time efficient process to assist you in creating your business plan and exit plan.
Your business is one of the most valuable financial assets that you own. Take the steps to protect and maximize its value for you and your family.

We give transition support as you stay on or introduce new leadership to your company.

We offer personalized plans and a collaborative approach that works with the advisors you have.

We can help identify significant tax savings.

Integrate your business exit plan with your personal financial plan with UMB.

Robust online account management and the ability to view all accounts in one place.

Implement your charitable giving vision with our philanthropic experts.

Is your business worth as much as you think?

As a successful business owner, you know your business has value. It likely supports you and your family’s lifestyle and provides a paycheck and benefits to the people you employ. But if someone asked you, “How much is your business...

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Optimize your business: Time milestones for your business exit

Selling your business is a milestone, both personally and financially—but it also takes a well thought out plan to maximize the sale proceeds and to prepare yourself personally for the business exit. The more time the business owners have in...

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Trending in Dallas: Employee ownership

Employee stock ownership plans (ESOPs) are not a new concept, but like many proven ideas, they are currently experiencing renewed momentum. We are seeing interest in ESOPs across UMB’s footprint, particularly in larger metropolitan areas, including the Dallas Fort-Worth region...

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ESOPs as a business exit strategy

Over the past few years, there have been a growing number of business owners who have chosen to use an employee stock ownership plan ‡ (ESOP) as a path to exit their business – a decision with many benefits, according...

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Tax implications of One Big Beautiful Bill Act (OBBBA) on business exits

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) ‡ was enacted. And here are many different aspects of the bill that affect individuals and businesses. Discover how a few changes will impact business owners below. Gift and...

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