West Chester, OH – Searching for a Certified Exit Planning Coach / Advisor?

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.

How We Prepare for Exit Readiness

Your business valuation worth plays a significant role in determining your exit opportunities. I will conduct financial and behavioral assessments and implement strategies to help increase the value of your business.

A Brokers Opinion of Value report will inform you of your business worth if sold to a third party using three different valuation methods. Additionally, my Projections Report creates a 5-10 year financial projection: these assessments of your finances and profitability are keys to developing and implementing a strategy for valuation improvement.

We will also work on optimizing daily operations and employee management by streamlining processes, doubling productivity, and implementing performance plans. Additionally, you will learn retention strategies for top-performing employees by completing my TTI Success Insights® Management-Staff assessment. Whether you pursue an ESOP exit or not, having a skilled team increases the value and competitiveness of your business.

Finally, saving money is a necessity in completing an exit plan. I will implement expense-reduction strategies such as payroll shrinkage, streamlining business processes, and more. We will also take inventory of your assets.

To receive personalized exit planning coaching services, book a consultation with me. I am happy to help you effectively prepare for exit readiness, enjoy financial freedom, and establish your legacy.