Who We Are
Exit Planning Partners assists the owners of small to mid-sized businesses with the single most critical event of their professional lives…the transition out of their business. We make sure that the transition is made on their timetable, for the amount they need, to the buyer of their choice.
“At any given time, 40% of U.S. businesses are facing the transfer of ownership issue.
The primary cause for failure…is the lack of planning.”
- Small Business Administration
Every business owner will one day leave his or her business, but research shows that most owners are not adequately
prepared to do so.
Ask yourself the following questions considering your Exit Plan:
- You receive an offer for the purchase of your business. How do you know that the offer accurately reflects the value of your business? Would that offer, combined with personal assets, enable you to live the lifestyle you want for the rest of your life?
- Your children or key employee(s) want to buy your business. How can you transfer it to them with the least possible tax liability and the maximum financial gain?
- A key employee announces his intention to leave your business just before you are ready to retire. How would that affect your plans?
- A third party offers to buy your business. Do you know the financial advantages of having “Value Drivers” in place, years in advance of the sale?
- The unexpected happens to you. Will your family realize the full value of your business ownership?
- Do you know the best corporate structure to maximize your ownership interest, while minimizing the impact of your silent partner … the IRS?
If you do not have an Exit Plan or your Exit Plan does not address these questions, contact Exit Planning Partners for a one-on-one, confidential meeting to explain the advantages of a comprehensive, written plan for your transition.
