Exit Planning

How to Exit from a Business: Sell on YOUR terms

1. Any professional who works with business owners will tell you:  PLANNING is THE MOST IMPORTANT part to a successful exit from your business on YOUR terms.
2. Planning is more important now than ever, because of the “Boomer Bubble”: There are more Boomer  business owners needing to retire than there are members of the next generation wanting to buy.
3. We can help. We train buyers, and teach them what to look for, and we talk to hundreds of business owners each year. We can help you package your business and yourself to be as attractive as possible for a buyer, when you are ready to sell. But if you wait UNTIL you are ready to sell, that’s TOO LATE.

Three Steps to Our Process

i.     High Altitude Assessment:  Focus on Enterprise Value, SWOT analysis, how the business and its important information are interconnected.

ii.     Low Altitude Assessment:  Look in detail at key business metrics: Operations, Financials, Sales Pipeline, Delivery Pipeline,  Key People and Key Functions.

iii.     Key Advisor Input: Add input from your other key advisors: CPA, lawyer, Wealth Management Advisors, Trust & Estates Planner.

OUTCOME:  A detailed action plan for what your business is now and what you need it to be if you are going to get the exit you want when the time comes to sell.

Software Samples

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