Exit Planning helps business owners set, sort through, and achieve their exit objectives. It enables owners to leave their companies when they want, to the successors they want, and with the amount of cash they need.

Without exception, every owner leaves his or her company. Whether you do it in style depends on the specific exit planning actions you take before you leave.

If you see ownership change in your future, we can help you plan a successful business exit. We can help you answer the seven planning questions located on this page and identify qualified advisors to help you through the process.

Contact our Exit Planning specialists, Steve Douglas and Wade Runge.

Our Exit Planning Experience

As a Member of BEI's Network Of Exit Planning Advisors™, we have access to its publications as well as to on-going training and information about a variety of cutting edge Exit Planning techniques. We belong to a nationwide network of professionals in other disciplines experienced in the Exit Planning process.

What we offer business owners:

Low-cost initial consultations to explain how the Exit Planning Process works.

Access to state-of-the-art Exit Planning resources.

We maintain relationships with professionals in other disciplines experienced in the Exit Planning process. We can work with your current advisors or we can help you to find the advisors you need for this important project.

We present seminars on a variety of Exit Planning topics.

Exit Planning involves answering "Yes" to seven questions:

1. Do you know your exact retirement goals and what it wil ltake – in cash – to reach them?

2. Do you know how much your business is worth today, in cash?

3. Do you know the best way to maximize the income stream generated by your ownership interest?

4. Do you know how to sell your business to a third party and pay the least possible taxes?

5. Do you know how to transfer your business to family members, co-owners, or employees while paying the least possible taxes and enjoying maximum financial security?

6. Do you have a continuity plan for your business if the unexpected happens to you?

7. Do you have a plan to secure financial independence for your family if the unexpected happens to you?

Together we must collect five important pieces of information:

• Target departure date
• A preliminary financial needs analysis
• Desired successor
• A preliminary valuation of the company
• A future cash flow estimate

Contact our Exit Planning specialists, Steve Douglas and
Wade Runge.

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