Benefits of Planned Exit

The primary purpose of approaching a business exit in a systematic, goal-focused and planned way is to dramatically increase the likelihood that the outcome will be optimal to the state goals. The employment of a team of professional and experienced advisors will add a cost of, say, 3%-6% of the wealth transferred, but will potentially add considerably more value by:

• Mitigating against a failure of the mission
• dramatically expediting the mission
• inter-mediating the process to eliminate the risks associated with direct negotiations between principals
• increasing the negotiated value of the mission
• reducing the income tax burden
• helping to reconcile the Expected Wealth Transfer to the Targeted

Wealth Transfer

...not to mention providing the knowledge and human resources to navigate a complex and time-consuming labyrinth of decision making and task execution.

An unprecedented number of Boomer Generation business owners will use exit strategies/planning to extract the wealth tied up in their company over the next ten years. For business owners planning to "cash out" in the near future, the impact of the Boomers will create a fundamental oversupply of opportunities in a marketplace with a relative undersupply of liquid capital. If the laws of risk and reward prevail, only the least risky and most profitable businesses will transfer successfully.