The Seven Step Exit Planning Process™

Step 1: Set Exit Objectives/Goals – When do you want to exit? How much income will you need? To whom will you leave the business?

Step 2: Quantify Available Resources – How much is your business worth? What will the business’ cash flow likely be? What about income from non-business investments?

Step 3: Focus on Business Value – Do you know how to increase the value of your ownership interest? What about protecting the value you’ve already created?

Step 4: Sale to Third Party – Do you know how to sell your business to a third party? How will you maximize your cash and minimize your risk and tax liability?

Step 5: Transfer to Insiders – Do you know how to transfer your business to family, co-owners or employees?

Step 6: Develop a Contingency Plan for the Business – Will your business continue if you do not?

Step 7: Develop a Contingency Plan for the Owner’s Family – Have you provided for your family’s financial well-being should you die or become incapacitated? Before and after your ownership transfer?

Our Exit Planning system is a process, not a product. We aren’t vested in promoting a particular goal. Instead, we work to identify and to accomplish your goals. Our system works because it is a customizable process that takes you to the successful exit you desire.

Let’s talk about how to get started.