Exit Planning helps business owners set, sort through, and
    achieve their exit objectives. It enables owners to leave their
    companies when they want, to the successors they want, and with
    the amount of cash they need.

    Without exception, every owner leaves his or her company. Whether
    you do it in style depends on the specific exit planning actions you
    take before you leave.







    If you see ownership change in your future, we can help you plan a
    successful business exit. We can help you answer the seven
    planning questions located on this page and identify qualified
    advisors to help you through the process.

    Our Exit Planning Experience

    As a Member of BEI's Network Of Exit Planning Advisors™ , we have
    access to its publications as well as to on-going training and
    information about a variety of cutting edge Exit Planning techniques.
    We belong to a nationwide network of professionals in other
    disciplines experienced in the Exit Planning process.

    What we offer business owners:

  • We've guided numerous owners through "The Completely
    Revised How to Run Your Business So You Can Leave It In
    Style Workbook for Owners and Advisors," the blueprint for
    an owner's exit success. When we help you to complete the
    Workbook, you will have a clear Action List stating actions to
    be taken, due dates for each action and the name of the
    advisor responsible for its completion.

  • No-cost initial consultations to explain how the Exit Planning
    Process works.

  • Access to state-of-the-art Exit Planning resources.

  • We maintain relationships with professionals in other
    disciplines experienced in the Exit Planning process. We can
    help you to find the advisors you need.

  • We present seminars on a variety of Exit Planning topics.
    Exit Planning
    involves answering
    "Yes" to seven
    questions:

    1. Do you know
    your exact
    retirement goals and
    what it will take—in
    cash—to reach
    them?

    2. Do you know
    how much your
    business is worth
    today, in cash?

    3. Do you know the
    best way to
    maximize the
    income stream
    generated by your
    ownership interest?

    4. Do you know
    how to sell your
    business to a third
    party and pay the
    least possible taxes?

    5. Do you know
    how to transfer your
    business to family
    members, co-
    owners, or
    employees while
    paying the least
    possible taxes and
    enjoying maximum
    financial security?

    6. Do you have a
    continuity plan for
    your business if the
    unexpected happens
    to you?

    7. Do you have a
    plan to secure
    financial
    independence for
    your family if the
    unexpected happens
    to you?
"By the year 2005, virtually all closely-held and family-owned
businesses will lose their primary owner to death or retirement."
Dr. Joyce Brochaus, author of Succession Planning
Home The Seven Steps of Exit Planning Thomas More Group
    Click here to contact our
    Exit Planning specialist.

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    Planning Review™
    e-newsletter.

    Click here for your free
    copy of "The Completely
    Revised How To Run
    Your Business So You
    Can Leave It In Style."