Are We A Fit?

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Are We A Fit?2018-06-13T17:26:47-05:00

Are We A Fit for You? 

Rather than taking a one-size-fits-all approach……..we tailor our plans to help meet your specific business ownership objectives, whether you plan to:
  • Transfer Your Business to Family Members
  • Sell to Management and/or Employees
  • Sell to a Third Party
  • Retain Ownership Indefinitely
Our process begins by helping you to identify your business succession objectives. We take time to explore your retirement income needs and timing, company valuation, value enhancement strategies, contingency planning and finally your personal estate and legacy planning. We evaluate various strategies based upon your stated objectives and determine if they appear realistic. Our years of experience in working with and advising business owners provides unique perspective on common “issues” you face and more importantly solutions that work.

Differentiators

When choosing a financial services firm to work with your business, you should demand both knowledge and experience in business and succession planning. You need professionals who understand why you went into business – why you want to see the business continue – what it takes to successfully own and operate a business.

You need advisor’s that are experienced in navigating the many land mines inherent in developing and implementing a tax efficient exit strategy. Someone who understands the need to plan early and remain flexible. Not someone who “dabbles” in succession planning or worse yet, assumes that a transition plan can be achieved via a product placement.

 

The BEI Seven Step – Exit Planning Process

When properly crafted, successful Exit Plans have several common elements that are structured from a proven step-by-step process. The BEI Seven Step Exit Planning Process™ a systematic approach to the planning process.   To develop a comprehensive Exit Plan without fear of missing any key components.

These Seven Steps will identify and analyze all problems, and working with Exit Planning Group will give you the knowledge, expertise, and strategic system to find the solutions.   This process is comprehensive enough to address all of the elements required to create a successful Exit Plan and flexible enough to work with your planning style.

Creating Your Exit Plan

What We Do

Business Exit Strategies

Make A Plan

The Professionals at Exit Planning Group specialize in helping business owners develop intentional ownership transition & succession plans.

Click to plan your exit with us.

Business Valuation

What Is Your Business Worth?

Understanding the true value of your business is an important focal point of your transition plan. We would be happy to help you.

Click to start your valuation.

Exiting Your Business?

Exiting Your Business?

Are you ready to sell or transition out of your business? Take this 15 minute assessment to find out if you are ready to exit your business.

Click to begin the assessment.

Continuity Planning

Business Continuity Planning

Does your organization have a business continuity plan? We have the resources to deal with the associated risks.

Click to learn more.

Protect Your Assets

Protect Your Assets

Your business assets are a key part of your business’ success. Protect your assets by understanding and minimizing the risks.

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Plan With Us

At Exit Planning Group, our goal is to help you sell your business, when you want, for the money you need, to the person you choose.   We are members of the BEI Network of Exit Planning Professionals™.   We help business owners and their families benefit from their lives’ work.

What’s Your Business Worth?

Knowing the value of your business is critical to proper business planning and achieving personal goals.  Through our valuation process, we can help answer the questions that will lead you to make informed decision for your future.

Let us show you how!

ONLINE BUSINESS VALUATION

Are You Ready To Sell?

Selling your business may be one of the hardest decisions any entrepreneur has to make. Your company isn’t a 9-to-5 job. It’s your baby.  It’s not surprising many business owners don’t want to contemplate selling. But even if you don’t plan to sell any time soon, it’s still important to think about an eventual exit.

ONLINE READINESS ASSESSMENT

The BEI Seven-Step Process

Successful Exit Plans have several common elements that are structured from a proven step-by-step process. The Exit Planning Group’s Seven Step Exit Planning Process systematically approaches the planning process to identify and analyze all problems, and will give you the knowledge, expertise, and strategic systems.

LEARN MORE

SCHEDULE A CONSULTATION

Whether you plan to grow or go, let us help you prepare your business for success. Schedule a complimentary meeting to learn more about how Exit Planning Group can help maximize the value of your business.

Complimentary Meeting

Advice Corner

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This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.