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Exit
Planning helps
business owners set, sort through, and achieve their exit
objectives. It enables owners to leave their companies when they
want, to the successors they want, and with the amount of cash they
need.
Without exception, every owner leaves his or her
company. Whether you do it in style depends on the specific exit
planning actions you take before you leave.
"By the year 2005, virtually all
closely-held and family-owned businesses will lose their primary
owner to death or retirement."
Dr. Joyce Brochaus,
author of Succession Planning
If you see ownership
change in your future, we can help you plan a successful business
exit. We can help you answer the seven planning questions located on
this page and identify qualified advisors to help you through the
process.
Our Exit Planning
Experience
As a Member of BEI's Network Of Exit
Planning Advisors™, we have access to its publications as well as to on-going training
and information about a variety of cutting edge Exit Planning
techniques. We belong to a nationwide network of professionals in
other disciplines experienced in the Exit Planning process.
What
we offer business owners:
- We've guided
numerous owners through "The Completely Revised How to Run Your
Business So You Can Leave It In Style Workbook for Owners and
Advisors," the blueprint for an owner's exit success. When we help
you to complete the Workbook, you will have a clear Action List
stating actions to be taken, due dates for each action and the
name of the advisor responsible for its
completion.
- No-cost initial
consultations to explain how the Exit Planning Process
works.
- Access to
state-of-the-art Exit Planning
resources.
- We maintain
relationships with professionals in other disciplines experienced
in the Exit Planning process. We can help you to find the advisors
you need.
- We present
seminars on a variety of Exit Planning topics. [Through our
affiliation with Business Enterprise Institute, we present
seminars on a variety of Exit Planning topics.]
Click here to contact our Exit Planning
specialist.
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Exit Planning involves answering "Yes" to seven
questions:
1. Do you know your exact retirement goals and what it will
take—in cash—to reach them?
2. Do you know how much your business is worth today, in
cash?
3. Do you know the best way to maximize the income stream
generated by your ownership interest?
4. Do you know how to sell your business to a third party
and pay the least possible taxes?
5. Do you know how to transfer your business to family
members, co-owners, or employees while paying the least possible
taxes and enjoying maximum financial
security?
6. Do you have a continuity plan for your business if the
unexpected happens to you?
7. Do you have a plan to secure financial independence for your
family if the unexpected happens to you?
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