| 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
below and identify qualified advisors
to help you through the process.
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?
What We Offer Business Owners
- We've guided numerous owners through the Exit Planning process. You will have 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 state-of-the-art Exit Planning
resources.
- We maintain relationships with professionals
in other disciplines experienced in the Exit
Planning process. We can help you to find the
advisors you need.
- We present seminars on a variety of
Exit Planning topics.
|
Click here for more information.
|
