20M
...over 20 Million businesses in operation.
79%
15%
100%
* www.exitplanning.com
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.
THE 7 STEP EXIT PLANNING PROCESS
Who do you want to sell to? What is your time horizon? How much do you need and want to walk away with?
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.
20M
20M
79%
15%
100%
79%
...of Business Owners want to exit in the next 10 years.
15%
...have talked to an advisor about their plans.
100%
...of Owners will stop being owners at some point.
Medical Facility
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College Essay Consulting Firm
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Real Estate Firm
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Sign Company
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Accounting Firm
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Not-For-Profit Organization
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- Put in place a multi-year plan to help achieve a target valuation
- Developed strategy enhance retirement plan to help incentivize employees
- 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
- Consulted in multiple engagements related to firm’s growth
- Implemented key employee incentive plans
- 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
- Assisted with key employee incentive plans to reward employees as the firm expanded and acquired their practices and new employees
- Assisted in developing strategy to reward employees and assist with the personal finances of key employees
- Provide financial literacy workshops to employees
A COLLABORATIVE APPROACH
OUR WORK WITH DIFFERENT BUSINESSES
01
Identify Owner Objectives
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QUANTIFY BUSINESS & PERSONAL RESOURCES
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MAXIMIZE & PROTECT BUSINESS VALUE
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SALE OF OWNERSHIP TO A THIRD PARTY
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TRANSFER OWNERSHIP TO INSIDERS
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BUSINESS CONTINUITY: LIFETIME & AT DEATH
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PERSONAL WEALTH & ESTATE PLANNING
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02
03
04
05
06
07
01
02
03
04
05
06
07
Define current business value and personal net worth.
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?
Maximize proceeds through a strategic sales process.
Stay in control while passing the torch to family or key employees.
Don't let the unexpected compromise the value of your business.
Coordinate your plans for your business with your estate plan for your family.
