Exit planning consists of several elements: creating an exit goal, timing your exit, voluntary and involuntary planning, financial planning, estate planning, and more. The process involves assessing several areas of your business and, understandably, is overwhelming for many entrepreneurs. Fortunately, hiring a certified business and executive coach will provide you with the professional support you need for a smoother process. I use data-backed business and financial assessments, analysis, and proven business growth strategies to help you create optimal voluntary and involuntary exit plans. We will cover all necessary bases to save time and money now to secure your next season.

Establish Your Exit Goal

I conduct a business and personal assessment to determine the ideal business circumstances in which you’ll begin your exit. For example, many entrepreneurs set a final revenue to achieve or want to reach a certain number of years in business to initiate their exit.

Build a Voluntary and Involuntary Exit Plan

I offer my clients assistance in creating both exit plans to ensure no stone is left unturned. In cases where you have no choice but to exit from your business – such as a significant financial failure or illness – you’ll need strategies to secure your finances and leave your business in as decent standing as possible.

Plan the Most Optimal Exit

We will determine the optimal exit strategy to pursue: from selling your business to a third party or pursuing an immediate or gradual buyout from your employees, we’ll identify the best course of action based on your business value, personal values, the vision of your financial future and your company’s future, and your legacy wishes.

Improve Business Value

I use market analysis to identify your current market value to strategize valuation improvements to appeal to your ideal prospective buyers if choosing to sell to a third party. We will develop a strategy for your business to reach the optimal sales value for your desired financial return.

Increase Business Profitability

I conduct financial assessments, such as a Comparative Benchmark Report and Projections Report, to create strategic plans for financial goals of increasing revenue to fund your exit and create a 5-10 year projection of your growth.

Create an Estate and Legacy Plan

Creating an exit strategy secures your estate, legacy, and philanthropic contributions. We work on securing your cash flow and assets and confirm their distribution to beneficiaries according to your wishes. I also offer generational planning to ensure we prepare your legacy to last for several generations.

Charitable Planning

We identify the charities, educational facilities, and philanthropic organizations you care about and secure your financial contributions to your chosen charities, allowing you to make a lasting impact on your terms. Entrepreneurs who need a professional business coach to assist with comprehensive exit planning can book with me today to get started.