You're Not Alone
If you have thought about leaving your business but don’t know how to begin, you are in good company. According to The BEI 2016 Business Owner Survey Report, 79% of successful business owners hope to exit their companies within the next 10 years. Unless those owners are familiar with The BEI Seven Step Exit Planning Process”, it is doubtful that they will exit in style. In fact, the SBA observed, “At any given time, 40 percent of U.S. businesses are facing the transfer of ownership issue” and “the primary cause for failure is... lack of planning.”
Three Elements of A Successful Exit
Exit Planning is a process that helps owners decide where they want to go and how to get there.
Owners must assemble a team of trained and experienced advisors to guide them through choices and decisions as they work toward their exit goals.
Success depends on a disciplined implementation timetable keyed to an owner’s Exit Plan.
How We Can Help
To help you create your Exit Plan, we coordinate your advisors and implement your Plan based on your timetable. As Members of The BEI Network of Exit Planning Professionals, we know how to guide you to your successful exit. Using a systematic Exit Planning Process developed over the last 25 years, you decide:
Our Exit Planning system is a process, not a product. We aren’t vested in promoting a particular goal. Instead, we work to identify and accomplish your goals. Our system works because it is a customizable process that takes you to the successful exit you desire.
The BEI Network of Exit Planning Professionals
We are Members of this Network for three simple reasons. It provides us with:
Are Your Trusted Advisors Asking You About Your Plans For A Successful Exit?
Most advisors don’t because they simply don’t know that there is a proven Exit Planning Process. Good Exit Planning requires the coordinated efforts of a number of advisors - minimally, a CPA, attorney, and financial or insurance professional. Working together as your Advisor Team, advisors skilled in Exit Planning can help you achieve your exit goals.
How We Work
As trained Exit Planning Advisors: