Business Exit Plan Strategy
Successful business owners often look forward to an opportunity to do more, to a time when their opportunities grow beyond the scope of their business. We can help construct a comprehensive business exit plan to use as a road map assisting you in exiting your business in the future.
We utilize an innovative seven step process to develop a personalized exit plan. The steps include:
- Defining your (the business owner’s) exit objectives
- Establishing the value of your business
- Preserving, protecting and promoting business value
- Evaluating the relevance of a cash sale to an outside buyer
- Evaluating the possibility of transferring the business for a promissory note
- Contingency planning (just in case you don’t come back tomorrow!)
- Wealth preservation (to protect your family’s wealth)
Please contact us for more information.