The 7 Step Process

How it Works

The Seven Step Exit Planning Process

There are many tools available to help individuals get into business, but few that help them get out. The Seven Step Exit Planning Process is a customized comprehensive approach to designing and implementing a business owner’s successful exit from his or her business. Exit Planning uses an owner’s unique personal objectives to covert his or her current reality into the desired outcome. The Exit Planning Process helps maximize the financial return, minimize tax liability, plan for contingencies, and increase the likelihood of a successful transfer of the business.

Establish Your Exit Objectives

Tests your objectives so that your Exit Plan works to achieve your goals.

Business & Personal Financial Resources

Evaluate your Business and Personal worth today and project future cash flow needs

Building and Preserving Business Value

Refining processes and procedures and Minimizing taxation

Selling Your Company To A Third-Party

Planning ahead of time to Maximize the sale price.

Transfering Your Ownership To Insiders

Receive the money from your business tax efficiently while minimizing the risk of non-payment

Business Continuity

Protecting your family and business from unforeseen events

Personal Wealth And Estate Planning

Protecting personal assets, managing wealth and promoting harmony within the family.

“I know that planning my business exit is important, but thinking about all the moving parts is overwhelming. Is there a way to approach this one step at a time?”

Helping Business Owner Plan Exit