Business Exit Plans

We Use an Innovative Seven-step Process to Create a Personalized Exit Plan

1. Define objectives

   Defining your (the business owner’s) exit objectives

2. Establish value

   Establishing the value of your business

3. Protect value

   Preserving, protecting and promoting business value

4. Evaluate options to sell

   Evaluating the relevance of a cash sale to an outside buyer

5. Evaluate options to transfer

   Evaluating the possibility of transferring the business for a promissory note

6. Set a contingency plan

   Contingency planning (just in case you don’t come back tomorrow!)

7. Preserve wealth

   Wealth preservation (to protect your family’s wealth)