Role of Attorney

As an attorney, you offer counsel and insight into the business owner’s overall Exit Plan. Professional legal direction is perhaps the most significant element of the entire exit planning process.

With exit planning, you provide the advice and preparation of documents necessary to affect:

• a transfer of ownership among family members
• a merger or acquisition
• a transfer to an insider
• estate planning
• various stock plans
• key employee benefit planning
• deferred compensation for the owner
• buy/sell and stay bonus planning

In addition, the attorney can create the original planning letter outlining and providing analysis of various tools that are used to attain the objectives stated in an owner’s Exit Plan.

Exit Planning Partners works in collaboration with Legal Professionals to produce exit plans for business owners who stand to lose hard-earned equity without planning and gain hundreds of thousands more with proper planning.

For more information, sign up to attend a FREE prescheduled Executive Briefing or schedule a FREE One-on-One Meeting or a FREE Exit Planning Business Briefing for you and your clients.