info@smartplaninvesting.com
Atlanta GA. 770-450-6625_ Jupiter, FL 561-744-9547

Exit Planning – Exits aren’t built in a day

Exits aren't built in a day.

Building Rome and planning a business exit have much in common. Both require strong foundations. Both should be able to withstand unforeseen events and adapt to the needs of Caesar (i.e., the owner). Both require more than a day.

STRONG FOUNDATION

In our opinion, business exits are successful only when they meet all three of an owner’s primary objectives:

• Leaving the company on the date an owner chooses.

• Leaving the company to the successor that an owner chooses.

• Leaving the company with the amount of cash desired to secure a comfortable post-business life.

You may have additional objectives, which we will explore as we create your Plan. The foundation of your Exit Plan will be your objectives, not ours.

Our team of advisors and approach.

All business exit plans have multiple moving parts and the need for various advisors and professionals to be involved in the process. We reduce the tension and ease the exit planning process by becoming your Chief of Staff. 

Our project management tool and system brings all the necessary advisors to the table. We facilitate in communicating the priorities and objectives of you the owner, with each of them. Our network is extensive that we can recommend an advisor – approved by you the owner – to facilitate one of the vital roles in the exit plan.

Robroy Wiley, Investor Coach & Exit Planning Strategist

As a member of the Business Exit Institute (BEI), my process allows business owners to plan when they want to exit and transition their business to another party. We start by discussing your priorities, objectives, and value-based goals.

The plan is a living document – it’s flexible and adaptable to changes in your business environment. Planning your business exit is a process that begins 3–10 years before you want to leave. It is a multi-step process that begins with me helping you determine what your successful exit will be.

Call us to schedule an hour complimentary consultation. 

770 – 450 – 6625