The 7 Step Process

how it work

Seven Step To 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.

01
Your Exit Objectives
Tests your objectives so that your Exit Plan works to achieve your goals.
02
Business & Personal Financial Resources
Business worth today and business currently cash flow
03
Building and Preserving Business Value
Protect and preserve the existing value by minimizing income taxes.
04
Selling Your Company To A Third-Party
Minimize Taxes and Maximize the sale price.
05
Transfering Your Ownership To Insiders
Receive the money from you business, minimize the risk of non-payment
06
Business Continuity
Make sure your business goals are met.
07
Personal Wealth And Estate Planning
Your family receives annual income necessary to satisfy the financial security.

“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?”

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