Exit Planning

Is your wealth locked up in your company?

Do you know how to convert the value of your company into cash?
Does the idea of exiting your company seem overwhelming…yet exciting?

Exit Planning
You are not alone.

If you have thought about leaving your business but do not know where to begin, you are in good company.

Nearly 50 percent of successful business owners hope to exit their companies within the next five years, but the SBA notes that, "At any given time, 40 percent of U.S. businesses are facing the transfer of ownership issues" and "the primary cause for failure...is lack of planning."

If we may be so bold, for one moment, to tell you what keeps you awake at night? If you own your own company, we can guarantee you that you are thinking about how you are someday going to get out.

Every business owner, at some point, wrestles with business succession issues and leaving the business. Yet there has never been a planning solution specifically developed to address the very basic fact that every business owner will leave his or her company at some point, voluntarily or otherwise.

• Defining the owner’s exit objectives
• Determining the likely sale price for a business
• Steps to building business value
• Successfully transferring the business to employees or children
• Reaping top dollar from a sale to a third party
• Contingency planning for both the business and the owner’s family
• Wealth preservation

• 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?

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.
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.

We strongly believe in the value of our systematic approach to helping business owners successfully leave their businesses.

• A Road Map
  Exit planning is a process that helps you choose where you want to go and how to get there.
• Experienced Guides
  You must assemble a team of trained and experienced advisors to guide you toward your unique exit goals as you continue to run your company.
• Implementation
  Success depends upon a disciplined implementation timetable keyed to your Exit Plan. Without advisors experienced in Exit Planning, a written Exit Plan and implementation time table, the chances for successful exit are slim.

What can we do for you?
We can provide you with a written exit plan based on your goals, objectives and concerns. Only after listening carefully to your answers to dozens of questions will we begin to create your unique exit plan.

We will provide you with a coordinated process that draws on the expertise of other advisors because we know that your successful exit depends on it.

Let us help you plan and achieve your successful business exit.