Exit Planning

Working directly with a company’s owner(s), we can help develop and negotiate an exit strategy that defines the owners’ personal financial goals, identifies alternative structures for transferring ownership, cashing out on their business and protecting their wealth.

Planning an exit is more complex than running the business. You need to identify and remediate your vulnerabilities before taking the final steps for an exit. Our role is to help you orchestrate this precarious process.

As noted in Bill’s book SMARTER BUSINESS EXITS, U.S. Department of Labor statistics show that 76% of privately owned businesses cease to exist in 20 years. A 76 percent mortality rate during a twenty-year generation shows the long-term unsustainability of small businesses. This failure rate proves the need for professional assistance and the adoption of Business Exit Intelligence™ across different stages of the business maturity.

An exit plan offers tools to:

Optimize business value
Enable monetization for intergenerational wealth transfers and personal legacy
Manage and minimize taxes
Control timing and manner of your exit
Act as reference guide for daily operations and periodic performance measurement
Enable employee succession, continuity and shared goals.

We offer a two free E-books, one on “RESTRUCTURING” STRATEGIES FOR YOUR SMARTER BUSINESS EXITS and one on “INTERNATIONAL” STRATEGIES FOR YOUR SMARTER BUSINESS EXITS. For a copy, please click here.