Get more out of your business

Exit Planning

The earlier your start planning, the more you are likely to get all the terms you want upon the transition away from your business. If you think that in the next 3 to 5 years you want step back from your company, we need to talk. Our business transition planning is guaranteed to  serve you well.

You have done it! You are reaching the peak of entrepreneurship with your hard work and dedication. Now what? Through our partnership with Lowenberg Consulting (an affiliate of Lowenberg Group) we help business owners plan to step back, on their terms. It is never too soon to plan how you will transition the ownership of your business, and how you will retain and protect your wealth.  

Business value enhancement: We offer business owners a time-tested process to guide you through this exciting phase of realizing your dreams. In the first phase we will evaluate your business and your goals to make sure you are on target. If not, the analysis identifies specific areas of your business that need to be addressed in order to realize the highest price possible upon the future sale. A free report of our findings will be provided to everyone who completes the online questionnaire, no obligation for consulting engagement is required. 

As always our fees are money- back guaranteed that you will realize value from our service. We are so confident that we add value to you, we guarantee our service engagements.

Why exit planning?

  • Less than 3% of all businesses are able to be sold or otherwise produce enough cash to meet the owner’s objectives.
  • Half of all business owners are over 55 years of age, and the wave of owners wanting to exit will push values down for those owners who are not prepared.­­­
  • The current economy, investment realities, and taxes are just three of the headwinds making it harder than ever to get the most out of your company

Why work with us?

  • Our time-tested, proven process can add 20-50% in after-tax proceeds in the transition or sale of your business.
  • We have over 30 years’ experience planning and assisting in exit strategy for midsize companies.
  • We bring expertise in value building, tax minimization and integration with the professionals needed to make your transition a success and increase your cash flow.
  • Our fees our guaranteed. Get your money back if you are not satisfied with our planning or we cannot demonstrate the value or our services after engagement.
  • Our experience includes intra-family buyouts, private equity auctions, management buyouts, strategic buyers and ESOPs.

Our process can help business owners:

  • Choose the right exit path.
  • Maximize the value of your largest asset.
  • Design and implement an employee retention plan that actually adds value to your business.
  • Learn the different ways to pay no tax on the sale of the business (and reduce tax now too).
  • Discover which of the value drivers will make the biggest impact on what you will receive for your business.
  • Build a maximum-impact strategy that gives you and your family the most control and value while benefiting your community or chosen charitable endeavors.
  • Increase current business and personal cash flow

We offer a free service for businesses under $10 million in value, or fewer than 25 employees, or earning less than $1 million in profit/owner compensation:

  • Salability assessment: Score your business vs. your peers and find out what action steps to take to add and average of 60% in value to your business. Contact us for the link today!
  • Subscribe to the value builder newsletter which gives real world cases of how business owners like you increased the value of their company.
  • Why is this free? When you use this free service and increase the value of your company, you can hire us when it’s appropriate. We want to start a valuable, trust-based, no obligation relationship with you.

For businesses with more than 25 employees earning at least $1 million in profit:

  • Contact us for a no risk business valuation
  • Connect for a strategy session
  • Subscribe to the newsletter which gives real world cases of how business owners like you increased the value of their company