What is Exit Planning?

Exit Planning is a business strategy!

An exit plan asks and answers all the business, personal, financial, legal, and tax questions involved in transitioning a privately owned business. It includes contingencies for death, disability, divorce, disagreement, distress and disease. Its purpose is to maximize the value of the business at the time of exit, minimize taxes, and ensure the owner is able to accomplish all his or her personal and financial goals in the process.

Develop an Exit Plan

The Value Builder System will help you develop an exit plan.

The Three Legs of the Stool

A Successful Exit Strategy Has Three Legs:

  • Maximizes Transferrable Business Value
  • Ensures Owner is Financially Prepared
  • Ensures there is a plan for “What Next?”

Peter Christman | Cofounder of the Exit Planning Institute | Author of The Master Plan

Additional Educational Resources

Business owners live for the struggle of launching their businesses. But one thing they often forget is that decisions made on day one can have huge implications down the road. You see, it’s not enough to build a business worth a fortune; you have to make sure you have an exit strategy, a way to get the money back out.

State of Owner Readiness Survey Results 2013
The Exit Planning Institue Annual International Conference, September 2013.
Greater Los Angeles 2017, Local Market Study
The State of Owner Readiness. Benchmarking lower middle-market businesses and educating owners on the differences of “attractiveness” versus “readiness”.
Greater San Diego 2017, Local Market Study
The State of Owner Readiness. Benchmarking lower middle-market businesses and educating owners on the differences of “attractiveness” versus “readiness”.
Arizona 2017, Local Market Study
The State of Owner Readiness. Benchmarking lower middle-market businesses and educating owners on the differences of “attractiveness” versus “readiness”.
Robert B. Henderson, CPA, MST, CEPA, CM&AA

Partner, Tax, Value Acceleration & Exit Planning Services

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