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Advice & Planning To Help You Maximize Business Value & Exit On Your Own Terms & Conditions. 

 

BUILD VALUE.  CONTROL YOUR EXIT.  LEAVE YOUR DESIRED LEGACY.

 

Partners

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Pat Ennis

Certified Exit Planner™, Chartered Advisor of Philanthropy™, CERTIFIED FINANCIAL PLANNER™, and Certified Value Builder™  distinctly equipped to advise owners and founders on building value, transition/exit, and legacy.

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Corby Megorden

Masters in Engineering Administration and Certified Cost Estimator/Analyst. Decades of executive experience helping organizations identify and navigate the challenges of growth, risk, and change.

 
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We Help Owners Clarify Goals for Life & Legacy, Maximize Business Value, and Exit Successfully. 

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Meaningful Planning Requires Accurate Data



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Plan Your Exit So You Exit Successfully  


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Get More Clarity With The Legacy Retreat


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Prevent Conflict With The Partnership Charter


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Advice As Needed For Building Value & Planning A Successful Exit


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Information, Tools, & Resources for Building Value & Planning a Successful Exit


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Topics Pertaining To Building Value & Planning Your Successful Exit


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FREE eBook

Sometimes it seems like there are an endless number of Exit Routes, but in reality there are only eight. 

1. Sell business to one or more employees. 
2. Sell business to one or more co-owners. 
3. Transfer the business to family member(s). 
4. Employee Stock Ownership Plan (ESOP). 
5. Sell to a third-party. 
6. Retain ownership but become passive owner. 
7. Engage in an IPO. 
8. Liquidate.

This FREE 20-page eBook describes the advantages and disadvantages of each exit route and includes assessment worksheets.

Subscribe to our Blog below and download your free copy.


Blog Posts


The earlier you start preparing for an exit, the more likely it is that you’ll have a happy one.
— Bo Burlingham, Finish Big

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Take an Easy but Impactful First Step