Helping owners transition from their business almost always is a unique process. Each owner has different circumstances, different transition objectives, and different post-transition goals and objectives.

However, many of the elements of each unique exit strategy and plan are commonly found in any transition planning process. These elements include:

• Discovery of current owner and business circumstances.
• Development of post-transition goals and objectives.
• Education of business owner on their options, the value of their business, the process that they will be going through, and the importance of creating and following an exit plan.
• Development of a professional transition team.
• Estate and wealth management.
• Tax management and tax minimization.
• Executing the transition plan, whether it is an internal ownership transition or a sale to a 3rd party.

An exit planner plays a vital role as the quarterback in this process helping to define the strategy, creating a timeline and plan, finding critical resources, and keeping everyone informed and on track to implement a timely and successful exit transition.

Exit planning is also referred to a end game planning. Learn more about end game planning at our website www.exitendgame.com.

Contact us today to see how we can help you identify your best strategy and create your own unique exit and transition plan.