Premier Exit Planning Professionals
We help closely-held business owners successfully navigate through some of the most difficult financial impact events of their lifetimes
About Us - 2 Min Video
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Our Seven Step Process
1. Identify Exit Objectives
It is very difficult for an owner to control the transition process if he doesn’t know exactly where he wants to go.
2. Business and Personal Financial Resources
Looking at the value of the business and your personal resources is part of the fact gathering at the beginning of the planning process.
3. Maximizing and Protecting Business Value
The benefits of building and protecting business value are that you will have a higher intrinsic value of your business – the business will be easier to sell because it is inherently more productive and efficient.
4. Ownership Transfers to Third Parties
Transferring the business to an outside third party is the exit path of choice for most business owners. In this case we will want to maximize the value so the buyer pays top dollar, and minimize the tax impact so you retain the most money possible.
5. Ownership Transfers to Insiders
A sale to an insider is a sale to a Key Employee, a co-owner or a child. As an owner, you may already have this in mind because that is what you want to do.
6. Business Continuity
We’ll help you to put a contingency plan in place to cover most eventualities
7. Personal Wealth and Estate Planning
The main objective of Step Seven is to preserve your wealth and minimize your taxes. To do this we could use several estate planning and wealth management tools depending on your unique situation.
Comprehensive Exit Plan