By breaking the exit strategy into steps, the process becomes manageable. We coordinate the effort of your CPA, attorney, and other advisors or assemble a team of experts for you.

We help you to create and capture the fair market value of your business and avoid costly mistakes like:

  • Not knowing your company’s actual profit and true value.
  • Having too much revenue from one client, product or service.
  • Failing to leverage the right marketing opportunities.
  • Having no idea of the return on investment from each employee produces.
  • Not capturing the value of your intellectual properties
How ready are you? Take this assessment.
The first step is to determine the current value of your business. Accurate valuation will reveal how well you are positioned to meet your financial
objectives for the future.
The second step is to set your exit objectives. We want to learn when you want to leave, how much money you want to exit with, and who you want the new owner to be. We also want to understand any family needs and priorities that might affect or hasten the ownership transfer.
The third step is to convert the value of your business to cash through one of two exit options – by transferring internally, or identifying a third-party buyer.
The fourth step is to identify key “Value Drivers” – factors like pull marketing, diversity revenue source and/or customer bases, systematized processes, performance-based compensation, professional-managed company or metric-managed company.
The fifth step is wealth preservation planning. We formulate a plan that outlines methods to help defer and reduce taxes and eventually convey your wealth to your heirs and charity organizations of your choosing.
The sixth step is contingency planning – putting a succession plan in place, coming up with tactics to address all the various “what if’s”, determining what to do if there are any losses of key employees, financial resources, or customers.
The seventh step is set key metrics monitoring systems. We can help you create a process to monitor periodically those key metrics affecting your business, including what action steps to take “when your numbers are off”.