EXIT PLANNING
EXIT PLANNING
Exiting your business can be the single largest financial transaction of your life
In fact, for many, it represents over 70% of an owner's wealth. So monetizing the business according to your terms is of utmost importance. The problem is that most business owners don't even know where to begin.
EXIT PLANNING
FREQUENTLY ASKED QUESTIONS:
- What if I outlive my money?
- How much is my business worth?
- What exiting options are available to me?
- How do I prepare my business for a sale?
These are just a few typical questions that are often asked by business owners when considering the transfer of their business. As a business owner getting comprehensive, independent and unbiased advise can lead to a successful post-exit lifestyle. Why is this so important? Proper exit planning should start with your business, personal and financial goals. Only when those goals have been established can an appropriate exit strategy be implemented.
Consider this, many advisors are transactional in nature, meaning they receive fees only when a particular type of transaction is executed.
In many circumstances the transaction benefits them more that it does the business owner.
For instance, if you are a business owner that is emotionally attached to the business and you are not ready to leave it, how happy would you be in selling the business to an outside party? An internal transfer may be more appropriate to satisfy your goals.
TAX SERVICES
Our experiences in a diverse array of industries as well as vast knowledge of individual and business tax strategies allows us to provide you with the answers you need.
BUSINESS VALUATION & CONSULTING
Like most business owners you know how to operate your business...it's what made you the success that you are today. But how will you plan for continued growth?
FINANCIAL REPORTING
Whether your compiling information for budgeting purposes or have aspirations of selling your business, being equipped with financial statements that accurately depict your business' financial condition can mean the difference between success or failure.
3145 Terramar Drive
Naples, FL 34119
940-340-1040