Every business owner will eventually leave their business. Quite often this is a once in a lifetime event fraught with anxiety and lack of clarity on expected outcomes. Typically a business owner has a majority of their net worth tied up in the business. And the valuation for the sale of the business is commonly overestimated.Don’t start when it’s too late. I recommend starting a few years in advance of one’s expected exit. My team, under my leadership, is trained to ask the right questions of our clients to unearth the crucial personal (often emotionally charged) issues that frame each exit situation.

“The best time to plant a tree was 20 years ago. The second best time to plant a tree is today.”It’s time to consider your business exit planning, especially if you have a complex business structure. Clearly defining your goals is paramount and having three or more years ahead of your planned allows you to be more in control and weigh all of your options thoroughly. During the process, time allows for stronger communications with family members, partners, employees and others who have been integral to your business.

The most important part in the exit planning process is the execution. As a Certified Exit Planner, I will help you put together a team of top-shelf business and legal professionals that will be needed to properly transition out of the business. Because I have been doing business in this region for so long, I have developed an extensive network of top professionals. We create each team after we identify your biggest priorities.I act solely on the owner’s behalf to lead, communicate and coordinate with the Exit Team to implement the exit plan in line with the owner’s exit goals and aspirations.

Discovery: 30 to 90 days

Plan Creation: 30 to 90 days

Implementation: 180 days to several years

We will sit down and, with the help of an assessment, will determine your and your business’ “Exit-Readiness.”