Methodology

A Certified Exit Planning Advisor can help an owner….

• Understand the value of their business, both tangible and intangible
• Determine how ready and attractive their company is currently
• Identify the owner’s three gaps (value, wealth, profit)
• Identify the Range of Value of an owner’s company. What is it worth today and what is it potentially worth
• Understand their exit options and how they apply to their company and exit goals
• Better understand their personal vision and personal financial needs
• Align their business, personal and financial goals
• Create, deliver and maintain 90-day action plans helping an owner de-risk their business and grow value
• Bring the advisory team together, and the owner’s internal team together, to work towards common goals and better collaborate