THE MOST VALUABLE BUSINESSES ARE TRANSITION READY.
Exit planning is business strategy.
99% OF OWNERS AGREED
WITH THIS STATEMENT
Having a transition strategy is important for my future and the future of my business.
79%
of owners have no written
transition plan
—
48%
have done no
planning at all
—
94%
have no written personal
third-act plan
—
63% OF OWNERS PLAN TO TRANSITION
OVER THE NEXT 10 YEARS
Representing a potential wealth transfer of nearly $14 trillion.
49%
have no written
transition plan
—
70%
or more of business that are
put on the market do not sell
—
30%
of less of family-owned
business transition to the
second generation and only
12% survive to the third
—
PATH TO FINANCIAL FREEDOM
• Certified Business Valuation
• Risk Management
• Value Enhancement
• Strategic Planning
• Project Management
• Personal Financial Planning
• Wealth Management
• Audit & Compliance
• Banking / Financing
• Exit Otions Analysis & Related Specialists
— M&A Services
— ESOP Services
— Family Specialists
• Contingency Planning
• Insurance
• Charitable Gift Planning
• Tax Planning
• Estate Planning
• Preliminary Due Diligence
• Net Proceeds Analysis
• Legal
• Real Estate
• Health/Age Management
• Functional Specialists
— HR Benefits
— Marketing
— Management Training
BUSINESS VALUE
ACCELERATION PROCESS
EXIT
PLANNING
An exit plan, asks and answers all the business, personal, financial, legal and tax questions involved in transitioning a privately owned business.
It includes contingencies for illness, burnout, divorce, and death.
Its purpose is to maximize the value of the business at the time of exit, minimize taxes, and ensure the owner is able to accomplish all his or her personal and financial goals in the process.