3 Elements Of A Successful Exit
To exit successfully, owners need:
A Road Map
Exit Planning is a process that helps owners decide where they want to go and how to get there.
Owners must assemble a team of trained and experienced advisors to guide them through choices and decisions as they work toward their exit goals
Success depends on a disciplined implementation timetable keyed to an owner's Exit Plan.
Are Your Trusted Advisors Asking You About Your Plans For A Successful Exit?
Most advisors don't because they simply don't know that there is a proven Exit Planning Process, Good Exit Planning requires the coordinated efforts or a number of advisors-minimally, a CPA, Attorney, and Financial and Insurance Professional, working together as your Advisory Team which is facilitated or quarterbacked by a trained Exit Planner.
Think of it this way. If building your dream home, you'll want a very capable Foundation Contractor, Roofer, Electrician and Plumber, amongst other experts, to review and tweak the plans as well as perform the work that they are most skilled at. However you'll want a experienced and highly skilled General Contractor or Project Manager overseeing the planning and building process to assure that it includes all of your requirements, meets all of your expectations and is finished in a timely fashion.
Below is a quick Owner Planning Check List:
If you answered Yes to seven or more questions, congratulations! Your Exit Plan is likely well underway. If you would like us to review your plan, to assure its timely and successful implementation give us a call
Three to six Yes answers mean you have a good start on you Exit Plan. Call us to coordinate the missing pieces with components already in place, to assure that each component of your plan is coordinated and executed in a timely fashion.
If you have fewer than three Yes answers, we suggest that you schedule a meeting with us today. Your successful exit depends on a comprehensive Exit Plan facilitated by an experienced certified exit planner, who can coordinate a skilled team of advisors.
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