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