plan FOR exit and life after the business
YOUR CERTIFIED GUIDE TO A SUCCESSFUL transition
“The earlier you start preparing for an exit, the more likely it is that you’ll have a happy one.”
EXIT PLANNING
HAVE YOU DECIDED HOW AND WHEN YOU WILL EXIT?
There is much at stake. Plan now to align your goals with the right exit strategy.
ExitReadiness® ADVISOR™
Our Certified Exit Planning Advisors will help you design and implement a plan for the exit strategy (sale, transfer to insiders, ESOP, absentee owner) that will best accomplish your financial, values-based, and legacy goals.
business consulting, ADVICE, and coaching
IS YOUR BUSINESS TRANSFERABLE?
Business Owners who build a transferable or sellable business have more exit options. We have performance solutions for accelerating value.
IS YOUR “FINANCIAL HOUSE” IN ORDER?
ExitReadiness® CASH FLOW™
Strong cash flow and financial performance are essential for building transferable or sellable business value.
WILL YOUR BUSINESS CONTINUE IF YOU DO NOT?
ExitReadiness® BUSINESS CONTINUITY
Create or review your plan for business continuance during unexpected events of death and permanent incapacity.
ARE YOU CONSIDERING A NEW PARTNERSHIP?
The Partnership Charter
We can help you discuss and document all issues that impact a partnership and future success.
DO YOU HAVE A NEXT LEVEL MANAGEMENT TEAM?
ExitReadiness® NEXT LEVEL™
Building a transferable business requires a Management Team that can take your business to the next level of growth and scalability.
SUCCESSOR trainING
IS YOUR SUCCESSOR READY TO BE AN OWNER?
When transferring a business to key employees or family members, their preparation for ownership is essential for future success. We can help.
ExitReadiness® NEXT GEN™
We can help ensure your successor's success and help owners transition their roles.
PLANNING FOR LIFE AFTER THE BUSINESS
75% OF OWNERS ARE UNHAPPY WITHIN TWO YEARS OF LEAVING THE BUSINESS.
Purpose and meaning are essential for a happy life after the business. We can help plan for a successful next act.
ExitReadiness® NEXT ACT™
We will guide you through a process based on the Japanese concept of Ikigai, helping you explore new horizons, passions, and interests to live a life of purpose and meaning after the business.
ARE WE A GOOD MATCH FOR YOUR EXIT PLANNING?
1- ASSESSMENT
Click the START HERE button below to complete our 15-minute Exit Assessment. You will receive a 12-page report scoring you in four key planning categories: Finance, Planning, Revenue/Profitability, Operations. We do not ask for confidential information.
2 - CHAT
After reviewing your exit assessment, we’ll invite you to book a complimentary, obligation-free virtual meeting to review your assessment report. This helps us understand your exit readiness and ensure we’re a good match for what you want and need.
3 - PROPOSAL
If we believe we can partner with you in achieving your goals, the next step will be to provide a customized proposal with pricing for your consideration.
exit planning conversations with subject matter experts
Listen in as hosts Pat Ennis, CExP, and Walter Deyhle, CPA, discuss essential topics about planning a successful exit from your business with various subject matter experts.
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