Business Exit Planning with a CEPA, Certified Exit Planning Advisor
You’ve worked hard to build your business…
Now let your business help fund your retirement.
Exit Planning is a Business Strategy
80% of business owners don't have an exit plan! Don't wait until you're ready to sell. Exit planning is a laser-focused process on what you can do right now to help grow the value of the business and drive income. Forget the future. Focus on today. By focusing on the approach on building a business with characteristics that drive value and integrating the owner's personal and financial objectives into it now, there can be many options to exit on the owner's timeline and terms.
Start Exit Planning With Three Easy Steps to Fund Your Retirement
1. Know Your Numbers
After dedicating the time and energy to building a business — and investing in it financially, mentally and emotionally — many business owners struggle to objectively value their business and leave money on the table by not knowing their numbers.
Profit Gap = The profit you're sacrificing by not operating at a best-in-class level
Value Gap = The business value you're sacrificing by not operating at a best-in-class level
Wealth Gap = The additional wealth you need to accumulate to meet your goal.
2. Understand Your Wealth Gap
We help business owners understand how their business valuation fits into their overall financial picture. After you get a valuation, we run a customized cash flow analysis that brings together your personal assets, income, and business equity. This helps you see if you’re on track for a confident retirement and how your business plays a role in your financial future.
3. Allow Us to Advise You Toward Your Exit
We are experienced in helping business owners pursue a structured and strategic approach to their exit, aligning their financial, business, and personal goals to pursue optimized outcomes. This expertise can be especially valuable in navigating complex decisions, structuring deals that seek to maximize value, addressing potential financial shortfalls before the sale occurs, and strategies to unwind business equity tax efficiently.
