Maximize Value, Minimize Doubt, Secure Financial Future
Blue Sky Exit Planning Services creates a clear path to maximizing the value you will receive upon your business exit. An Exit Plan asks & answers all 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 4 Phase Process
Once we complete the no-cost consultation call and we mutually decide to move forward, we will begin our 4 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 you, your family, your clients, employees and vendors.
As a five-time entrepreneur myself I understand the feelings of concern, confusion and reluctance that come with the idea of selling your business. My cumulative experiences combined with being a Certified Exit Planning Advisor allows me to guide business owners like you through the process I once struggled through and eventually mastered – and come out of it confident and prepared.
Here’s how our process works and what you can expect when working with us. We use a simple 4 step process. At the end of each process you decide to move on to the next Phase or stop there.
In Phase 1 we start with a valuation of your business. The valuation becomes the cornerstone for developing your personal financial plan and as well as benchmarking your business to industry best in class.
In Phase 2 we conduct three assessments, Business Readiness, Business Attractiveness and Owner Readiness Assessments. At the conclusion of this phase we have a comprehensive outline of areas that require attentions and areas of focus for improvement and increasing value.
In Phase 3, we take the results of the assessments conducted in Phase 2 and develop a comprehensive list of issues that we need to address. We then select the priorities we want to focus on over the next 12 months for the organization, your leadership team and you personally. We then build action plans of what we expect to accomplish in the next 90 days, assign responsibility for each priority and agree upon how we will measure success towards achieving that priority. During this phase we speak weekly for 1 hour to check in on progress and identify issues. We will meet monthly to have each team member provide updates on their work and make sure that the team is staying on track to meet our quarters priorities. We then meet quarterly for ½ a day to review results for prior quarter, identify issues we want to add to our comprehensive list, and select our priorities for the new quarter.
Every six months we conduct a one on one with the owner to review progress, change in value and discuss if the owner at this point would like to explore exit options.
Phase 4 triggers at the owners discretion and is when we explore all potential exit options and the owner makes a sell or stay decision.
Don’t find yourself in a situation of forced sale, leaving money on the table, unhappy with your lifestyle post sale or unable to protect your family, clients, employees and vendors. With all of the hard work that you do, you deserve to reach your full potential and meet the future with a plan for success.