Understanding the What, Why, and How of Getting Starting on Building a Successful and Comprehensive Exit Plan
• Have you been considering an exit?
• Tired, overworked, not doing what you are best at?
• Are you trying to determine what “number” it will take to get to a successful exit?
Join our holistic & comprehensive exit management team as we help you understand and begin to take action on building a strategy for the future. Often business owners are overly focused on exit planning as the number that they will get for their business. It’s also often true that the “number” isn’t realistic, won’t support their needs in retirement, and doesn’t take into the costs of selling the business (taxes, advisors, etc…). Then there is the plan for the future, post-sale…what will you do? The reality is that a successful exit strategy involves a multi-year process, and looks at all aspects of your business and personal resources. Exit planning also involves preparing the business and your team for the transition which requires time, patience, and the “right people on the bus”. So where to start?
We invite you to join our multi-part webinar series, including a summer reading/learning session while you’re off taking a vacation this summer (and if you are saying “what vacation?” you REALLY need to join us!). Even if you can’t make every session or are more focused on a particular aspect, please sign up so that we can include you in our community to share resources and ideas.
To become part of this Exit Planning Mastermind Group, please RSVP to Carolk@OmegaWealthManagement.com
We look forward to connecting with you to build a real exit plan for the future!
MEET YOUR EXPERTS:
Lisa A. K. Kirchenbauer, CFP®, RLP®, CeFT®
Lisa is the Founder & President of Omega Wealth Management, LLC in Arlington, Virginia. Omega specializes in helping their clients integrate their values, vision, and wealth for a life without regrets. Specializing in working with successful entrepreneurial and executive families, as well as women in significant transition, Omega brings a holistic, and comprehensive 360° approach to helping their select group of client families coordinate and strategically manage their wealth across everything from tax planning to investment management and legacy planning. Omega utilizes a unique business model to especially support business owners who may have much of their wealth tied up in their business but still need all the wealth planning advice other clients need.
Corby Megorden, CEPA, CCEA, FMVA, CBCA
Corby is a Principal of ENNIS Legacy Partners, an Exit Planning Firm that specializes in supporting the owners of small- to mid-sized businesses plan their exits. He focuses on the Value Creation aspects of the Exit Planning process, helping owners maximize the quality and value of their businesses prior to sale.
He has decades of executive experience helping organizations identify and successfully navigate the challenges of growth, risk, and change. His expertise covers operations, program management, and financial development and has been tested in a variety of contexts including non-profits, industry, and the military. As the VP of Operations for TeleCommunication Systems, he created corporate financial management, contracting, budgeting, and corporate merger processes, helping guide the company from startup to an $80M publicly traded company. As Administrator of a 4,000-member church, he
developed structures, processes, and procedures to manage finances and operations through periods of rapid growth, economic challenges, and radical organizational change, bringing stability and maintaining the fiscal health of the church. He is a retired Captain with the US Naval Reserves.
Walter H. Deyhle, CPA/ABV/CFF, MAFF, CExP™, CEPA
Walter provides tax preparation and planning, business valuation, forensic analysis, and exit planning consulting to the firm’s clients including individuals, government contractors, international financial holding companies, wholesale distribution companies, retail stores, professional practices, consulting firms, and partnerships owning real property. He and his team are skilled at addressing particularly complex tax issues with clients concerning investments, estate, and gift taxes as well as consulting for mergers, acquisitions, liquidations and reorganizations, divorce settlements and litigation, public offerings, and buy-sell agreements.
A senior tax partner and former director of the firm’s tax division, Mr. Deyhle provides in-house computerized preparation of individual, corporate, partnership, estate and trust, and nonprofit tax filings. He holds the designation of Accredited in Business Valuation (ABV) by the AICPA, as well as the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation by the Exit Planning Institute.
