Maximize Your Value/Prepare to Sell
Assess & Plan
Grow and De-Risk
Grow and De-Risk
- Assess Personal and Financial Needs
- Business Evaluation
- Profit Gap/Value Gap/Wealth Gap
Grow and De-Risk
Grow and De-Risk
Grow and De-Risk
- De-Risk and Grow
- 8 Value Drivers from Certified Value Builder
- Audit Trails
Ready to Sell
Grow and De-Risk
Ready to Sell
- Tax Minimization Strategies
- Timing of Exit
- Banks/Private Equity/business 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
