About Us

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Optimal Exit Solution's mission is to utilize its extensive experience and expertise in bettering its clients' lives by providing them with the highest level of professional guidance to ensure a successful business exit, one that achieves both the clients' personal and financial objectives. 

The Exit and the Client's Future - Exiting your business is one of the most significant, life-changing events that you and your family will ever experience, and the potential impacts to both your financial and personal futures are enormously consequential. The decisions you make in the process of exiting your business will have a profound impact on the life style choices available to you and your family after the exit is complete and you are ready to begin a next chapter in your life.
As is the case with any process, if one approaches the exit process in an unplanned and disorganized manner, the outcome will likely be unpredictable and mediocre at best. On the other hand, when one formulates a carefully reasoned plan and executes it properly, the probability of a successful outcome is greatly enhanced.

Given the magnitude of the implications of exiting your business on both your personal life and financial well-being after the exit, it is essential that an exit plan be put in place at the very beginning of the process, to provide direction to you and your professional advisors and to coordinate the efforts of all parties involved in the process.   That plan will facilitate the achievement of the key goals of providing you and your loved ones with the optimal personal and financial outcomes that you seek.
Your business is among the most valuable assets that you own and likely the one with the greatest economic value. If you are the typical business owner, you have spent many years putting your heart and soul into growing your business and making it successful. You have most likely invested considerable personal financial assets in addition. You have made real sacrifices and know all too well that business ownership is not a 40 hour per week job.

At Optimal Exit Solutions, we understand the challenges, motivations and needs of business owners, because we have been serving them as intermediaries and consultants for over 32 years. We have all of the requisite experience and expertise to: (1) assist you in identifying your financial and personal goals, as they relate to the exit, (2) oversee the creation of a custom exit plan that addresses all of the pertinent issues, and (3) facilitate the execution of that plan to ensure a successful exit, one that achieves both your financial and personal goals. 

The exit can be broken down into two phases; (1) the planning phase and (2) the execution phase. In the initial or planning phase, the exit planning advisor functions as the coordinator for the activities and interactions of the various professional advisors, while in the second (execution) phase, that task falls to the business intermediary. 

To use a metaphor, the functions of exit advisor and intermediary are like those of a director in a theatrical production, because a director in a theatrical production must have a thorough knowledge of the roles of all of the actors, in addition to those of the stage, sound and lighting personnel to properly fulfill his / her role. Even more importantly, the director must understand how and when each of them needs to interact with the others to bring about a successful stage performance. Just as the successful theatrical director knows the roles of all of the participants and the timing for all of their interactions, the competent exit advisor and the intermediary know the roles of the business owner and all of the professional advisors. They understand how and when the owner, professional advisors and other participants in the transaction need to interact to result in a successful exit for the business owner.

THE GREATER THE INTERMEDIARY’S EXPERIENCE THE BETTER THE EXPECTED OUTCOME FOR THE EXIT

Mr. Joseph Miesch has been assisting business owners and business buyers for over 32 years in the sale / acquisition privately-held businesses located throughout Northern California.  During that time, he performed valuation services for a wide variety of businesses, qualified in Superior Court as an expert witness for the valuation of closely-businesses, and gave a number of seminars on the Direct Market Data Method to the Litigation Support Group of East Bay chapter of the California Society of CPA's .  In negotiating for his clients, Mr. Miesch utilizes a win-win strategy to  maximize client outcomes and produce agreements that both parties will honor voluntarily, thus decreasing the likelihood of disputes and litigation.   CA DRE # 01013469