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

Exit Planning – Where do you begin?

Have you thought about getting out of your business?

To exit successfully, owners need the following three elements:

A ROAD MAP Exit Planning is a process that helps you choose where you want to go and how to get there.

EXPERIENCED GUIDES You must assemble a team of trained and experienced advisors to guide you toward your unique exit goals as you continue to run your company.

IMPLEMENTATION Success depends on a disciplined implementation timetable keyed to your Exit Plan. Without advisors experienced in Exit Planning, a written Exit Plan, and implementation timetable, the chances for a successful exit are slim.


 

7 Step Exit Planning Process

We help our clients reduce the fear and anxiety around developing their comprehensive exit business plan. We help business owners do it based on their priorities. Asset protection, protecting the value of the business, and isolating risk are key components of strong exit business plan.

Exit Planning Assessment Questionnaire

Are you ready? Take our Exit Planning Assessment Questionnaire to find out.

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Loss of key talent - You the Owner

Three issues confront a company whose owner dies or becomes disabled prior to a planned exit: 1. Continuation of ownership; 2. Company’s loss of financial resources; and 3. Company’s loss of key talent—you, the owner—and the cascading affect on employees and customers.

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What is your business really worth?

For many owners, the answer to one question determines whether they can leave their companies: “How much money will I get when I sell?” This question is critical, and answering it is Step Two of The Seven Step Exit Planning Process™.

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Robroy Wiley, VP of Communications & Exit Planning Coach

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.