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Click Here To Register: Executive Briefing- The Exit Planning Process
for Owners, Advisors, Owners and their Advisors.
Exit Planning Partners is based on one universal fact; every business owner will one day leave their business. When that day comes, all owners want to maximize the value they receive for their largest single asset and minimize the amount they pay in taxes.
The Baby Boomer Generation is beginning to look towards moving on to the next phase of their lives. Words like “tsunami” have been used to describe the transition of wealth and power that will occur over the next 20 years. Most “boomer” owners have always operated their businesses under the assumption that, “When I decide that I am ready, I will just find a buyer, sell my business, and move on to the next stage in my life.”
But now, as these owners actually begin to focus on that next stage, they are confronted with the question of how, exactly, to go about planning for the future, both for themselves and their families and for their businesses.
- Do you find yourself thinking about getting out of your business?
- Are you wondering how to groom a successor?
- Is passing your company on to your children becoming increasing unlikely?
- Are you getting tired of fighting the same issues and want a different challenge?
- Does the whole succession idea seem overwhelming?
- Do you think about how to convert what is possibly your largest and illiquid asset into cash?
If you answered “yes” to any one of these questions, it’s time for you to create the Exit Planning Partner’s Ownership Roadmap! Don’t know how to get started? You are not alone.
A recent Pricewaterhouse Coopers surveyed the CEO’s of privately-held product and service companies ranging in size from $5 million to $150 million about their transition plans. It found that most are not well-prepared to exit their businesses.
- 22% have done a great deal of planning.
- 26% have done some to very little.
- 24% have very little.
- 19% virtually none.
Exit Planning Partners delivers a collaborative, comprehensive approach to building your succession plan; one that is based upon a proven process that addresses every facet needed for your personal exit plan. This frees you to focus on running your business, leaving the creation of your Exit Plan to professionals.
