Our Clients
Our clients come from a broad range of industries: manufacturing, medical, professional and service-based. Our clients are singularly focused on building their businesses. Their preoccupation with day-to-day operations leaves them with limited opportunity to create a long-range plan for their future transition. Their ability to exit on their own terms depends on how well they have prepared for their exit; a process that must have begun well in advance of their actual exit date.
- $3 million to $50 million in revenue.
- Owner between 45 and 60 years old.
- Owner controls all or nearly all of the ownership interest.
- Owner’s personal net worth is tied closely to the value of the company.
- Business has management team in place. One other person (other than spouse) is critical to the operation of the business.
- Business operating more than 10 years.
- Business has 15 or more employees.
- Owner believes business is marketable.
When it comes to planning their exit from the business, our clients recognize that they cannot develop an effective plan alone. Having an experienced team of advisors and working through the proven, systematic Seven Step Process™ in advance ensures a successful transition when the time is right. When the exit planning process is complete, Exit Planning Partners delivers a written road map outlining the actions that are to be taken, the due date for each action and the name of the professional advisor responsible for its completion. We are committed to seeing the process through to completion, keeping the team on task.
Exit Planning Partners acts as a consulting partner to the owner, providing the expertise and process needed to create an Exit Plan tailored to the owner’s personal needs and wants, while leaving the owner free to manage the operations of the business and enhance the enterprise value.
