Business Exit Resources
OCCF Resources for Business Exit Planning
Embark on your learning journey with our comprehensive collection of insights and resources.
Downloadable Toolkits and Guides
Articles, Insights, and Event Recaps
Recently, the Orange County Community Foundation (OCCF) convened entrepreneurs, investors and advisors for a candid conversation about preparing for a successful business exit, from pre-planning to due diligence to the…
The Orange County Community Foundation (OCCF) convened entrepreneurs, investors and advisors for a candid conversation about business exits, moving from pre-planning to due diligence to the often-overlooked question of life…
Local entrepreneurs, investors and professional advisors recently gathered for an engaging event on Strategic Exit Planning: Maximizing Your Personal Value and Impact hosted by the Orange County Community Foundation (OCCF).…
CLICK TO VIEW PDF: Strategic Business Exit Planning Tips List A strong exit strategy isn’t just about selling – it’s about maximizing value, minimizing risk, and ensuring a smooth transition.…
“Effective philanthropy requires a lot of time and creativity - the same kind of focus and skills that building a business requires.” —Bill Gates For many successful business owners, their…
Are you planning to sell your business? Contemplating a merger or acquisition? OCCF recently gathered leading expert advisors and entrepreneurs to share lessons learned and best practices when planning for…
Are you planning to sell your business? Contemplating a merger or acquisition? OCCF recently gathered leading expert advisors and entrepreneurs to share lessons learned and best practices when planning for…
Are you planning to sell your business? Contemplating a merger or acquisition? OCCF recently gathered leading expert advisors and entrepreneurs to share lessons learned and best practices when planning for…
The Role of a Community Foundation
A community foundation plays a strategic role in a business exit by helping owners align liquidity with legacy. We work alongside your legal, tax, and wealth advisors to integrate charitable planning into the transaction — before the deal closes — maximizing tax efficiency while creating long-term philanthropic impact. Beyond structuring the gift, we provide ongoing expertise, local insight, and stewardship to ensure your success translates into meaningful, lasting benefit for the community.
Planning for an Exit?
If there is one thing we see and hear is the importance and value of planning for your exit. It’s never too early to plan.
Let’s make the charitable strategy part of your plan — early. Contact Us
When to Engage Us
3+ years out
Clarify your goals, philanthropic vision, and business + personal readiness
12-18 months
Discuss charitable vehicles and business structure, identify and structure a privately-held asset contribution, identify professional advisor team
Deal in motion
Coordinate with advisor team including OCCF, contribute privately-held business interests
Post-exit
Define strategic giving goals and intentions, family involvement, and legacy intentions
