Benefits of knowing your business Value
To better Understand Your Business Potential
Target Areas for Improvement
Minimize Your Value Gap
Enhance Due Diligence and be Better Prepared for Eventual Sale of Business
To Properly Plan for Retirement
To Prepare for Taxable Events such as Gifting or Grants
Steps in Exit Planning
Assess and Plan
Grow and De-Risk
Grow and De-Risk
Business & Personal Assessment
- Business Evaluation
- Personal Readiness
- Profit Gap/Value Gap/Wealth Gap
Grow and De-Risk
Grow and De-Risk
Grow and De-Risk
Business Value Growth Maximization
- De-Risk and Grow
- 18 Drivers of Success
- Audit Trails
Ready to Exit
Grow and De-Risk
Ready to Exit
Ready to Sell (Hold or Grow?)
- Tax Minimization Strategies
- Timing of Exit
- Banks/Private Equity/Biz Brokers
- Insurance & Wealth Advisors
Advantages of Exit Planning
1. De-risking
2. Higher Valuation
3. Flexibility in timing your exit
4. Tax Minimization
"If you can measure it, you can improve it" - Peter Drucker
Comprehensive understanding of your Value Opportunities
Action Plan and Resources to improve key areas such as Finance, HR
A plan to de-risk your business to smooth transition, maximize value, and minimize transition taxes
Achieve better work-life balance, higher income and greater Overall Fulfillment
Awards
Marquis Who's Who
Retirement Planning Awards 2022
Retirement Planning Awards 2022
