Business Exit Strategy

Business exit planning and succession strategies

Exit your business with confidence with UMB’s financial planning services tailored uniquely for business owners.


Financial planning 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 your prepare for life after work, while ensuring your needs are met and your legacy is well-planned.

UMB Together 

Whether your exit is 10 years, 5 years or less than a year away, we’ll be here to guide you through the process.

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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 your 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.