Exit Planning Advisor & Exit Planning Services
At SWAT Advisors, we ensure you don’t leave your legacy to chance. We help business owners transition on their own terms, protecting the wealth from external pressures and market shifts.
Exit planning is the process of preparing a business for a future change in ownership. It focuses on making the business transferable, reducing risk, and aligning business value with the owner’s financial and timing goals.
Hello Amit,
We recently received 2 tax refunds. One for $3940 and one for $815 thanks to you.
What a bonus! Thanks so much.
Our tax returns were prepared by H&R Block and were done wrong and consequently we were subjected to liens and levies from State of California. But through the efforts of Amit Chandel were able to get the levy released.
Amit Chandel is extremely knowledgeable of the US tax laws and thelegitimate tax write offs that many of the rich and famous takeadvantage of which are also available to everyone US Tax payer.Amithas published a number of tax and accounting books.Amit keeps up todate with the new taxes laws, so many accountants from all over thecountry go to Amit for training.
Amit Chandel and his associates are excellent! Prior to coming to him, we were unsure about the CPAs we worked with. Since meeting Amit, he has saved us and helped us become much more organized. My husband and I underwent an audit which can be very scary, however, Amit helped us and we owed nothing to the IRS. He and his office are extremely helpful and professional. IF you own a business I highly recommend you to see Amit Chandel.
Amit and his team are great. They helped me clean up years of shoddy tax returns that I filed on my own. He strives to find all ways to legally reduce my tax burden and is a kind person to boot. Highly recommend
An Exit Shapes More Than Ownership. It Affects Value, Wealth, Continuity, And What The Business Becomes After You Step Back. This Is A Moment To Pause And Decide Whether Your Exit Is Being Thought Through At The Right Level.
Full transfer of ownership to a buyer. We prepare the business for sale and structure decisions so you keep as much value as possible.
Ownership passes to the next generation or a chosen successor. We plan the transition so leadership, finances, and ownership shift in a controlled way that supports continuity.
Ownership moves to existing partners or management. We structure the buyout so valuation, finances, and governance are clear and sustainable for both sides.
Employees become owners through a structured plan. We assess feasibility and design the structure so the transition creates liquidity while keeping the business stable.
Your business combines ownership with another company. We evaluate how ownership, value, and control change so the merger strengthens the business.
You sell part of the business but keep some ownership. We plan timing and structure to reduce risk while preserving future upside.
About SWAT AdvisorsSWAT Advisors is a strategic advisory firm providing integrated business and tax planning support for business owners. The firm serves clients as a tax strategist in California and beyond, with a focus on structured planning and long-term outcomes. Founded and led by Amit Chandel, SWAT Advisors is built on clarity, coordination, and disciplined decision-making. The firm’s advisory work centers on helping business owners align business decisions, tax planning, and personal goals as ownership, scale, and responsibilities evolve. Exit planning fits naturally within this approach, as ownership transitions require the same level of structure, foresight, and coordination that guide all advisory work at SWAT Advisors. A strategic advisory firm focused on long-term business outcomesSWAT Advisors works with owner-led businesses that want to protect value, plan ahead, and avoid reactive decisions during transition. Advisory support is shaped around how businesses operate today and how ownership is expected to change in the future. Rather than treating exits as one-time events, planning is approached as a long-term process that evolves with the business, helping owners maintain flexibility while preparing for eventual transition. Coordinated exit planning advisors working alongside your professionalsExit planning often involves multiple advisors. SWAT Advisors works alongside your CPAs, attorneys, and other professional exit planners to keep business, tax, and ownership decisions aligned. This coordinated approach helps reduce gaps, prevent conflicting strategies, and ensure exit-related decisions are made with a full understanding of their business and tax impact. |
The best time is 3 to 5 years before you want to leave. This gives SWAT Advisors enough time to identify “value gaps” and fix operational issues that would otherwise lower your sale price. It also allows for long-term tax strategies that cannot be implemented at the last minute.
We increase value by identifying and fixing the “value gaps” that professional buyers and lenders look for. SWAT Advisors analyzes your business through a due diligence lens, improving financial clarity, strengthening cash flow, and reducing “owner dependency.” By making the business a self-sustaining asset with clean financials, we ensure you have the leverage to demand a higher price and better terms during an exit.
Tax structuring is critical because it directly determines your net “walk-away” proceeds, which is the only number that truly matters in an exit. Without advanced planning, a significant portion of your business value can be lost to capital gains, depreciation recapture, or inefficient entity structures.
SWAT Advisors analyzes these factors early to ensure the deal is structured in a way that minimizes tax exposure and prevents taxes from becoming a deal-breaker during final negotiations.
Absolutely. These “insider” transitions are often more complex than a sale to a stranger. We help you set a fair price, create a sustainable payment plan (like an ESOP or buyout), and define clear roles to prevent family conflict or management confusion.
Yes, because we act as the integrator. While your CPA handles historical taxes and your attorney handles legal contracts, SWAT Advisors ensures that those two areas and your business operations are all pulling in the same direction. We make sure a win in the legal department doesn’t cause a loss in the tax department.