- Consulted in multiple engagements related to firm’s growth
- Implemented key employee incentive plans
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...of Business Owners want to exit in the next 10 years.
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03
100%
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- Assisted with key employee incentive plans to reward employees as the firm expanded and acquired their practices and new employees
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06
02
A COLLABORATIVE APPROACH
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100%
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01
79%
Who do you want to sell to? What is your time horizon? How much do you need and want to walk away with?
...of Owners will stop being owners at some point.
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As a business owner, you have a unique vantage point. You’ve built a company—now you need to preserve and protect what you’ve worked hard to create. Our team of Certified Exit Planners (CexP), has partnered with BEI, founded by nationally recognized business exit attorney John Brown, to deliver a specific and result-driven process to our clients.
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20M
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05
79%
04
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...have talked to an advisor about their plans.
07
20M
BUSINESS CONTINUITY: LIFETIME & AT DEATH
TRANSFER OWNERSHIP TO INSIDERS
- Worked with ownership to develop stronger benefits package to reward employees
- Assisted in implementation of succession plan to third generation ownership
- Developed personal retirement strategy for second generation
07
05
01
After completing steps 1 & 2, many owners find their current business will not yield the post-exit financial security they desire. What is the plan to drive value?
College Essay Consulting Firm
- Assisted in developing strategy to reward employees and assist with the personal finances of key employees
- Provide financial literacy workshops to employees
Maximize proceeds through a strategic sales process.
Accounting Firm
Stay in control while passing the torch to family or key employees.
QUANTIFY BUSINESS & PERSONAL RESOURCES
Medical Facility
- Put in place a multi-year plan to help achieve a target valuation
- Developed strategy enhance retirement plan to help incentivize employees
79%
MAXIMIZE & PROTECT BUSINESS VALUE
15%
02
Not-For-Profit Organization
15%
04
PERSONAL WEALTH & ESTATE PLANNING
It takes experience and time to create a well-thought out financial plan. Use your energy to build your business, leverage our expertise to build a successful exit plan.
Real Estate Firm
...over 20 Million businesses in operation.
03
06
15%
Sign Company
Define current business value and personal net worth.
Don't let the unexpected compromise the value of your business.
THE 7 STEP EXIT PLANNING PROCESS
20M
OUR WORK WITH DIFFERENT BUSINESSES
SALE OF OWNERSHIP TO A THIRD PARTY
Coordinate your plans for your business with your estate plan for your family.
* www.exitplanning.com
Identify Owner Objectives
100%
- Multiyear engagement to develop exit plan for company ownership
- Help to implement customer relationship management system
- Put in place retirement plan for company and greater financial controls