Exit Planning and Estate Planning have the same general goals. Once owners see that the two processes share the same goals, they can leverage the time and money they spend developing their Exit Plans into the design of their estate plans.
Sticking a Toe (or Two) in the Exit Planning Pool
Let’s dismantle the most common objections business owners have to undertaking the Exit Planning needed to leave their companies successfully.
Building Value is the Win-Win-Win of Exit Planning
At some level, all owners understand that they will someday leave the businesses they have created. Buyers pay for business value, not for the departing owner.
Exits Are Inevitable, Failure Is Not: Planning a Successful Exit
Designing a comprehensive, successful Exit Plan can be the difference between liquidating your company and selling/transferring it for millions of dollars.
The Impact of Value Drivers on Sale Price
It can be difficult or frustrating to know that building business value is a frequent topic of discussion, but actually building value is sometimes easier said than done.
Is Exit Planning Worth the Time and Money?
Good Exit Planning can be the difference between a successful transition and a complete departure from owner’s goals. Are you investing appropriately?
Death And Taxes vs. Wealth Preservation – The Final Exit Planning Contest
Wealth preservation planning can’t help any of us cheat death, but it can help business owners to avoid taxes and achieve financial security. Read on.
Looking for Financial Clues to your Exit Readiness
Looking to sell your business? What’s your exit readiness look like? We’ll help you discover the clues to exit readiness to help you get the best value.
Succession Planning Your Advisor Team Will Love
Succession planning is never easy. If you plan to keep the business in the family, ensuring a proper succeeding plan is necessary for your company’s future.
So You’re Never Leaving… Got A Plan For That?
Exit planning begins when owners understand their ultimate objectives and what they have to do to pursue them. Discovery your exit plan today.