Exit On Your Own Terms And Conditions.

According to the 2016 BEI Business Owner Survey, 80% of business owners polled believe that a successful exit from their business will occur because of planning and action items they implement.  

HOWEVER, that same survey revealed that 83% of business owners polled did not have a concrete, written plan for their exit.  

We exist to change that statistic.  Our value proposition is comprehensive, objective, values-based advice and planning for an owner's eventual exit and desired legacy. 

 

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ExitMap Analysis $795

A Two-Hour Consultation and 40-Page Analysis.  Questionnaire takes 15 minutes to complete and provides Exit Readiness Scores in the following Key Planning Areas:

Finance: The current state of preparedness in understanding business value and tax issues.

Planning: Current progress in preparing successors, emergency plans and a post-ownership vision.

Revenue/Profit: A look at how business trends will appear to potential buyers and lenders.

Operations: The preparedness of your client's employees, systems and processes for new leadership.

The buyer rarely buys what the seller thinks he is selling
— Peter Drucker

There is much at stake when you leave your business...

  • CONTROL - Leaving on your own terms and conditions. 
  • FINANCIAL GOALS & SECURITY
  • PAST, PRESENT & FUTURE IMPACT OF YOUR BUSINESS
  • VALUES-BASED & LEGACY GOALS - Family Harmony, Personal & Business Reputation, Business Culture & Values, Care for Employees & Customers, Role in Community, etc..

The EXIT BASEPLAN is right for business owners who realize there is much at stake and they need a plan, but...

  • You don't know how to get started.
  • You are very busy and needing to focus on the day-to-day and do not want to add to your workload.
  • You don't want to invest a lot of time or money in getting started.

The Value Proposition includes:

  • Clarify owner-based goals and objectives and an appropriate exit route.
  • Expose reality regarding personal and business readiness for a successful exit.
  • Create a foundational plan with solutions for maximizing sellable/transferable business value and minimizing risk.
  • Exiting on your own terms and conditions.
  • Minimum time (20-30 hours) and financial commitment ($12,000*).

* Sole owner / additional charge of $1,500 for Estimate of Business Value

The earlier you start preparing for an exit, the more likely it is that you’ll have a happy one.
— Bo Burlingham, Finish Big: How Great Entrepreneurs Exit Their Companies on Top

Exit | Legacy Project Management

Six to eighteen-month engagement with ELP coordinating and leading the Client Advisory Team in a Three-Phased Process:

  1. DISCOVERY:  Preliminary Goal Setting and Data Gathering
  2. DESIGN:  Experienced Advisor Team | Growing and Preserving Value
  3. IMPLEMENTATION:  Exit Route Selection and Execution

Deliverables:

  • Exit road map with ELP managing the exit planning project.  Project Management includes coordinating the collaboration, communication, and cooperation of the client Advisor Team in the design of the plan and solutions, and implementation of the plan. 

The below Headwinds white paper provides information that all business owners need to be aware of in planning their exit.


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