is right for you if...

• Within a decade of leaving your business

• Need assistance deciding which exit route will be best in accomplishing your goals (sale to a third party, sale to employees, transfer to children, ESOP, liquidation)

• Need a personal and business ExitReadiness® assessment

• Need assistance with the design and implementation of an exit strategy

• Need assistance in navigating the emotional aspects of transitioning out of the business

• Your business has strong cash flow and people to facilitate needed change

• You know you need to plan for this “big event,” but you continue to procrastinate in making it happen

LEVEL ONE

Exit Route Discussion and Baseline Analysis

• Discuss pros and cons of potential exit routes (sale to third party, sale to insiders, transfer to children/family, ESOP, liquidation)

• Baseline analysis of four key exit readiness categories:

  • Revenue/Profit

  • Operations

  • Financial

  • Planning

• Two 60-90 minute ZOOM meetings

  $1,200

LEVEL TWO

Level One plus Estimate of Business Value and Owner-Centricity Analysis

~ $6,600

LEVEL THREE

Level Two plus Establish Goals and Exit Readiness Assessment, Analysis, and Action Plan

Deliverables:

• Estimate of business value

• Clarify goals and objectives while addressing emotional aspects of transition

• Assess and analyze business and personal exitreadiness

• Establish a clear route for exit: sale to a third party, sale to insiders, transfer to children, sale to ESOP

• Review business continuity plan for unexpected events of death or disability

• Create and review the exit action plan

  ~ $16,500

LEVEL FOUR

Level Three plus Process Management and Coordination of Your Advisor Team

~ $5,000 per month | 6-12 month engagement

VIRTUAL PLANNING RESOURCES

If you're a small business owner located on Main Street with revenue under $2 million and fewer than 20 employees, and you're interested in starting your exit journey virtually at your own pace, our Virtual ExitReadiness® Resources are ideal for you.