It is advantageous to prepare for the transfer of ownership of your business as early as possible to achieve the growth and success necessary for exiting with peak functional operations. Additionally, it is beneficial to prepare for the most optimal financial return. With a carefully developed plan:
- You will know who will take over your business and have confidence in the future whether your exit is voluntary or involuntary.
- You will decide how much time you take and how much involvement, if any, you want to have in your company.
- Your stipulations will be a priority.
- You will receive optimal financial benefits while minimizing potential losses by choosing the best compensation strategy for your personal and professional fulfillment.
- You will secure your assets for your family by creating an estate plan.
- You will have the opportunity to contribute to charitable and philanthropic organizations.
- You will have the opportunity to maintain a lasting legacy.
Exit Planning Services Overview
- I use a financial benchmark report to identify your company’s current market value.
- I will use financial assessments to create a personal projection of the revenue growth needed to fund your business exit.
- I work with you on business development to attract top prospective buyers or prepare your successor for a successful transition of ownership.
Exit Strategy Options
I will conduct a strategic business review and exit planning analysis to determine your best options:- Sell stake to investors.
- Merger and Acquisition.
- Create an ESOP.
- Choose a successor.
- Management/employee buyout.
- Liquidation.
- File for bankruptcy.
