Maximize Value, Minimize Doubt, Secure Your Future
Create a clear path to maximizing the value you will receive upon your business exit. An Exit Plan asks & answers all of the business, personal, financial, legal & tax questions involved in selling a privately owned business. Start creating a plan by scheduling a no-cost consultation call with Joe.
Creating an Exit Plan is simple, but not easy.
Every business owner is entitled to have an opportunity to conduct a confidential exit planning process. Exit planning is a business strategy. It integrates your personal, business and financial goals and serves as a guide for success. A proper, well run, unbiased Exit Planning process provides immediate returns and benefits while defining a clear roadmap for your future.
I understand the confusion, concern and reluctance to begin thinking about planning for your business exit.
As an entrepreneur who has successfully sold several of my own businesses, I feel your pain.
Being a Certified Exit Planning Advisor, I offer solutions from an array of professional knowledge and experience to guide you through one of the most important processes you will undertake in your business and personal life.
Confidently leave your business with a plan that ensures your personal and financial wellbeing, as well as that of your customers, employees and suppliers.
Our Four Phase Process
Once we complete the no-cost consultation call and we mutually decide to move forward, we will begin our Four Phase Process to prepare your business for a successful exit.
You can cancel at any time after completion of any phase if we are not meeting your expectations.
Stop Waiting for “Tomorrow” to Plan the Future Wellbeing of Your Business
In life we often feel that we never have enough time or money, especially when it comes to planning our future. As a business owner, these sentiments are even more amplified. Everyone deserves a better future and a solid, reliable plan to get there. I understand planning for future contingencies may seem excessive – the future is far away and we never know what will happen, right? That’s true. However with the guidance of a well-crafted exit plan, you can take control of both your financial and personal future. You will maximize the value of your business and be prepared for unplanned sales, unsolicited offers and unpredicted scenarios [5 Ds]. Through proper planning you can mitigate risk for yourself and your family, clients, employees and vendors. [Read more]