Executive Briefings

We conduct prescheduled Executive Briefings throughout the year for business owners and professional advisors interested in Exit Planning. In one and a half hours, we outline the Seven Steps to an effective Exit Plan. Check out our calender for the Executive Briefing schedule.

We cover The Seven Steps:

1. Establishing Owner Objectives
2. Establishing Business Value
3. Preserving and Protecting and Maximizing Business Value
4. Sale to a Third Party
5. Transfer to Family Member or Management
6. Developing a Contingency Plan for the Business
7. Wealth Preservation Planning.

Meet with Exit Planning Partners

Schedule a private, One-on-One Meeting for you and your advisors. We will outline, in a one and a half hour presentation, the Seven Steps necessary to create a written exit plan. A plan that addresses your personal transition objectives.