Readiness Survey

What is Exit Planning?

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. It is an established process that creates a written road map, or Exit Plan, involving the efforts of several professionals facilitated and led by an Exit Planning Advisor who ensures not only the Plan’s creation but also its timely execution

Owner Planning Checklist

    • Owner Planning Checklist
    • Information

    Owner Planning Checklist

    Have you decided :

    1. When you want to leave your business?

    How much cash or annual cash flow you will need when you exit?

    To whom you want to transfer your business?

    2. Based on future cash flow, do you know how much your business is worth today?

    3. Do you know how to best maximize the income stream generated by your ownership interest both before and after you leave your business?

    4. Do you know how to sell your business to a third party and pay the least possible taxes? Do you know if your business is even marketable?

    5. Do you know how to transfer your business to insiders (family, employees, or co-owners) while paying the least possible taxes and enjoying maximum financial security?

    6. Do you have a plan for your business if you die or become permanently incapacitated?

    7. Have you taken steps to protect your family’s wealth?


    Enter Your Name

    Enter Your Email

    Enter Your Company Name

    What are you Doing to plan for the most significant
    financial event of your life?

    is your wealth locked up in your company?
    do you know how to convert the value of your company to cash?
    does the idea of exiting your company seem overwhelming yet exciting?
    WE help business owners answer these questions every day.

    You Are Not Alone.

    If you have thought about leaving your business but don’t know how to begin, you are in good company. According to The BEI 2016 Business Owner Survey Report, 79% of successful business owners hope to exit their companies within the next 10 years. Unless those owners are familiar with The BEI Seven Step Exit Planning Process ™, it is doubtful that they will exit in style. In fact, the SBA observed, “At any given time, 40 percent of U.S. businesses are facing the transfer of ownership issue” and “the primary cause for failure…is lack of planning.”

    How We Can Help

    To help you create your Exit Plan, we coordinate your advisors and implement your Plan based on your timetable. As Members of The BEI Network of Exit Planning Professionals™, we know how to guide you to your successful exit. Using a systematic Exit Planning Process developed over the last 25 years, you decide :

    Our Exit Planning system is a process, not a product. We aren’t vested in promoting a particular goal. Instead, we work to identify and accomplish your goals. Our system works because it is a customizable process that takes you to the successful exit you desire.

    Three Elements of a Successful Exit

    To exit successfully, owners need :

    Exit Planning is a process that helps owners decide where they want to go and how to get there.
    Owners must assemble a team of trained and experienced advisors to guide them through choices and decisions as they work toward their exit goals.
    Success depends on a disciplined implementation timetable keyed to an owner’s Exit Plan.

    Without experienced advisors, an Exit Plan, and an implementation timetable, the chances for a successful exit are slim.

    Are Your Trusted Advisors Asking You About Your Plans for a Successful Exit?

    Most advisors don’t because they simply don’t know that there is a proven Exit Planning Process. Good Exit Planning requires the coordinated efforts of a number of advisors – minimally, a CPA, attorney, and financial or insurance professional. Working together as your Advisor Team, advisors skilled in Exit Planning can help you achieve your exit goals.

    The BEI Network Of Exit Planning Professionals

    We are Members of this Network for three simple reasons. It provides us with :

    How We Work

    As trained Exit Planning Advisors:

    Call us today to help you navigate your successful exit in style.