Exit Planning 

What's next?  Mental, financial and enterprise readiness are all critical components to a successful business owner exit.  Planning early and creating options for business owners by systematically reviewing multiple paths is key to achieving our client's end goals.

More detail;

• Owner Mindset Preparation
  

We help owners determine and refine their personal identity, relationships & ultimate purpose for life after their eventual business exit.  PBN facilitators help form a clear and exciting personal plan for the owner(s) by working with our client's existing trusted advisors and/or by introducing and coordinating the efforts of other specialists - i.e. psychologists, personal financial advisors, estate specialists, business & life coaches, and clergy.

• Financial Readiness
  

Every dream has a price tag.  We work with teams of attorneys, tax counsel, acocuntants & financial advisors to project and

conclude an ultimate recommendation for timing, type & pace of departure.  Ultimately, the team needs to deliver a plan that protects assets, accumulates exit funding & minimizes busienss and personal tax liability.

• Written / Formal Exit Plan
  

We help people comprehensively plan for the future by reviewing all possible contingencies.  Then, we help you identify steps, standards & priorities needed to navigate to a smooth, profitable & permanent company sale and owner exit.

• Contingency Assessment
  

We help identify, analyze & recommend sale contingencies considering potential internal or external company transition options.  Including but not limited to;

• Internal

  

• Family Succession
• Management Buy-out (MBO)
• Sale to Other Shareholders / Partners
• Employee Stock Ownership Plan (ESOP)

• External

• Third Party Sale (Industry, Financial & Strategic)
• Initial Public Offering (IPO)
• Refinance or Recapitalilzation
• Asset Sale or Liquidation
  
  

• Advisor Coordination
  

• Business Value Enhancement