Exit Planning

Exit Planning helps business owners determine and plan to 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 if the right plans
are properly implemented.
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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.

With time, ownership change will take place in your future. We can help you plan
a successful business exit or transition. We can help you answer the seven
planning questions located below and identify qualified advisors to help you
through the process.

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Exit Planning involves answering "YES" to seven questions:

Do you know your exact retirement goals and what it will take - in cash -
to reach them?
Do you know how much your business is worth today, in cash?
Do you know the best way to maximize the income stream generated by
your ownership interest?
Do you know how to sell your business to a third party and pay the least
possible taxes?
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?
Do you have a continuity plan for your business if the unexpected happens
to you?
Do you have a plan to secure financial independence for your family if the
unexpected happens to you?

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What We Offer Business Owners

We take the time to discuss and clarify your objectives and and develop a plan
that involves a team approach to accomplish what most business owners have
only thought about or hoped for.

We provide 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 advanced Exit Planning resources and consultation.

We maintain relationships with professionals in other disciplines experienced
in the Exit Planning process, and we can help you to find the advisors you need.

We can present seminars on a variety of Exit Planning topics.

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To receive a complimentary subscription to The Exit Planning Review™
e-newsletter or,

To receive a free copy of the #1 best selling book on Exit Planning,
"The Completely Revised How To Run Your Business So You Can Leave It In Style",
simply request either or both by the email contact provided on the Home page.