Where to Begin
Exit planning begins with you, the business owner, and requires you to look ahead to the time and opportunity you’ll have to exit the business.  For some, that can be three, to five to ten years from the actual exit. Starting is easier than you think and will not cost you a dime.  Please review the  complimentary opportunities for you to begin your exit planning journey.

  • The Exit Planning Review E-Newsletter

A twice-monthly E-Newsletter designed to provide the most relevant and timely information on exit planning for business owners.  Sign up to receive. 
Starting Your Exit Planning Journey
If you have considered how and when to sell your business in the last twelve months, and will move forward when an exit satisfies you’re your personal and professional objectives – read on.  Be careful as many owners are tempted to jump as the economy continues to improve. 

  • Navigating Tough Times Assessment

In this economy, an owner’s ability to look beyond the short-term challenges to identify the long-term opportunities as well as his or her ability to maintain and improve cash flow have become the ultimate measures of how well the company will tolerate and overcome today’s economic challenges. Ask to take this complimentary assessment. 

  • The Exit Planning Assessment 

The Exit Planning Assessment is designed to be an interactive client engagement tool.  It helps the owner to identify the specific areas of the business that need attention prior to their exit.  By sitting down with our exit planning advisor for 60 – 90 minutes, the business owner will clarify their exit objectives, respond to key questions, and receive a visual report that identifies the areas to focus effort on, or will confirm that everything is in place for a successful exit. 


  • Business Owner Briefing
Our firm periodically offers executive briefings for business owners and/or referral sources.  In these convenient briefings, you will have the opportunity to hear more about the exit planning process, meet our partners, review previous exit planning engagements, and ask questions of our exit planning advisors.  As many other business owners are facing the same exit planning dilemma’s as you.  You are definitely not alone.


  • Exit Planning for Business Owners

The seven step process of exit planning can be started, discussed and put together in 60 – 90 days, given a few meetings with the business owner and targeted advisors.  Out of this process, you will end up with a fully customized exit plan that you can implement and refine as needed.
  • Quick Plans for Business Owners
Think of Quick Plans as a targeted exit plan that is easier to get your mind around, and execute successfully.  Rather than jump into a full plan, we focus on the area of greatest need, and walk you through the planning and roadmap needed to execute in key areas:  re-building value in your business, selling your company, transferring the businesss to insiders, business continuity, or building your personal wealth & estate plan.
  • Succession Planning & Management for Business Owners
Succession planning is more strategic than replacement planning, looking at the current and future needs of talent for the organization.  As we look at successors, we will consider market changes, strategic intent, ownership timelines, new and changing staffing roles, and opportunities for future business growth. It is also different in that it is a continuous management process, without an end; where replacement planning is more of a discrete task.

Following-up to Ensure Sustainable Results
The plan you now have will be nothing without its implementation.  All too often, clients believe that the creation of the plan is the critical event.  Nothing could be further from the truth.   

The exit plan provides you the roadmap and represents new insights; however, without the implementation and counsel of professional advisors, business owners miss the opportunity to leave their business in the style they have grown accustomed to. 

  • Exit Plan Implementation 

You have the option of navigating the roadmap yourself, or outsourcing the engagement process to an objective advisor who can manage the overall process to your schedule and budget, while keeping you in the loop.  The question of whether you do it yourself often rests with the time you have available and the management strengths you choose to focus on.  Simply put, we work as your partner, executing the plan according the recommendations that have been outlined, the advisors you have selected, and the timeframe you have adopted. 

  • Executive Coaching 

As we move through the plan and recommendation, the owner often recognizes his or her strengths and weaknesses, and how they relate to the ongoing growth of the business.  Management consultants or executive coaches may be utilized to better identify and manage strengths, limit leadership derailers, increase communication effectiveness, and close the gap with developmental needs. 

Where to Begin           How to Proceed           When & Why to Follow-Up