ARE YOU UNSURE WHICH EXIT ROUTE WILL BEST ACCOMPLISH YOUR GOALS?

WE CAN HELP.

IS RIGHT FOR YOU IF…

You need to decide which exit route will best accomplish your goals.

You need to know how ready you and your business are for your desired exit route.

You need to understand the risks involved in planning your exit.

You need financial analysis or modeling for a potential buy-out or sale.

You need assistance with the design and implementation of your exit strategy.

You need assistance in identifying and facing the emotional hurdles of exiting.

THREE SOLUTIONS:

  • Begin your journey to success.

    • Clarify exit goals and the stakeholders who will be impacted.

    • Assess financial, business, and personal exit readiness.

    • Prioritized Action Plan.

  • Provides a deeper, more comprehensive assessment and analysis of goals, financial performance, valuation, personal readiness, business continuity, and due diligence readiness.

  • Ongoing discovery, design, implementation, and monitoring of your exit strategy that begins with the BASEPLAN Plus process:

    DISCOVERY:  clarify goals, financial analysis and business valuation, personal financial gap analysis, and readiness assessments.

    PREPARATION:  value enhancement, address gaps, tax and legal planning.

    DECIDE:  exit options, buyer identification, transaction execution, post-exit planning.

    MONITOR: an ongoing review of plan progress.

    KEY COMPONENTS:

    • Coordination of your experienced team of advisors to ensure a comprehensive strategy.

    • A holistic approach. Exit planning is not simply about selling a business; it is about planning for your future, ensuring the company can succeed without you, and creating a plan that addresses the owner's personal, financial, and business goals.

The report ranks your overall preparedness and summarizes your readiness by category: Finance, Planning, Profit/Revenue, and Operations. It consists of 22 questions, produces a 12-page report, and only takes 15 minutes.

  • It requires no financial or other confidential information.

  • It takes a broader view of your business than just the numbers.

Get a complimentary exit READINESS assessment…

“You guys don’t charge enough...it’s a great bang for the buck! ”
— Brian S.
“Best money we’ve spent in 25 years...wish we would have done this 5-10 years ago.”
— Lynn S.
“The personal commitment that we received from Pat & Corby was way beyond what we expected.”
— Vinca L.