Advice Corner

407, 2019

Turning a Lifestyle Business Into a Business Enterprise

Many business owners start their companies as lifestyle businesses to support a certain kind of lifestyle that they want. Some found businesses because they have an urge to create and build. Others want to be their own bosses. Still others want to control their own destinies. Whatever the reason, many businesses start as and evolve into lifestyle businesses. This is great for business owners, their families, and their businesses in general, but it can be a big challenge when you start to plan for the future of your business. As you start thinking about planning for your business’ future, [...]

2506, 2019

A Planning Process for Future Success

Do not act as if you had ten thousand years to throw away. Death stands at your elbow. Be good for something while you live and it is in your power. –Marcus Aurelius, Meditations Building a successful business likely took you years of deliberate planning. From your initial business plan to now, you’ve built something worth protecting and worthy of pride. When many owners reach the peak of their business success, they wonder where they go from there. Whether you’re approaching, at, or getting farther away from the peak of your success, the answer is likely the same: The [...]

506, 2019

Protecting What You Care About: Business, Family, & Employee

As a business owner, you’re likely the most important person in your business. You’re probably the breadwinner for your family. Your employees rely on your leadership and success for their livelihood. A lot of people depend on you. What would happen if, without warning, you were to die or become incapable of running the business? Many business owners might answer that question by saying, “I have a Buy-Sell Agreement” (a written agreement that controls what happens to your stock following certain events, such as death or incapacitation). If you own a successful business, a Buy-Sell might not be enough. [...]

2405, 2019

Maintaining Control, Minimizing Risk, and Rewarding Your Best Employees

For many small-to-mid-market business owners, there are few things more important than maintaining control of the company, minimizing risks for the company, and rewarding the employees that make the company successful. Ownership transfers to the company’s most valuable employees can do all of these things with proper planning, but there is a caveat. While it’s admirable for owners to try to reward their key employees with ownership, many owners want to do everything they can to receive maximum value during the process of transferring their ownership interest. In many ownership transfers to employees, the owner’s successors can’t afford to [...]

2109, 2018

Eight Ways to Exit Your Company

According to Paul Simon, there are 50 ways to leave a lover. Not being as creative as Mr. Simon, we’ve only come up with eight ways for owners to leave their companies: Transfer the company to a family member Sell the business to one or more key employees Sell to key employees using an Employee Stock Ownership Plan (ESOP) Sell the business to one or more co-owners Sell to an outside third party Engage in an Initial Public Offering Retain ownership but become a passive owner Liquidate Given the right circumstances, one of these paths may be [...]

1705, 2018

DIY vs Expert Planning

Some business owners believe that once they understand the basic Exit Planning process, they can develop and implement their Exit Plans by themselves. They feel that the idea of bringing in a team of professional advisors is both time-consuming and expensive. After all, they’ve built a successful business, why can’t they do an Exit Plan themselves? The truth is that a business owner could build a personal Exit Plan. Just as anyone can buy all the ingredients and follow all of the same steps that a Michelin-star chef uses to create a high-quality dish, a business owner can gather [...]

3004, 2018

Common Errors of Omission in Business Continuity Arrangements

Business continuity and buy-sell agreements go hand-in-hand. For many advisors a buy-sell agreement is business continuity planning. Indeed, buy-sell agreements are a staple of business continuity planning, but they are only one part of that planning. Today we’ll look beyond buy-sell agreements and discuss the planning omissions that can be fatal to the continuity of a business should an owner die or become permanently disabled. We find that the three common Errors of Omission are caused by lack of experience or understanding of what can happen to a business when an owner dies and the consequences to the owner’s [...]

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.

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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.

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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.

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Continuity Planning

Business Continuity Planning

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

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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 The 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 The BEI Network of Exit Planning Professionals™.   We seek to 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!


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.


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.



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.

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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.