Greater Prairie Business Consulting Inc.

1-800-828-7585

Is It Time to Start Your Exit Plan ?

You have likely invested years … maybe decades … building your business.  For most business owners, 80% of their net worth is tied to their business. 

  • Have you invested the time needed to plan how – and when – you’ll exit it and ensure a comfortable retirement ?

On average, business owners leave roughly a third of the value of their business on the table because they have not carefully planned for their exit.

  • Do you know what your business is worth and is it enough to retire on ?

Whether you plan to sell, transfer ownership, or retire, a written exit plan ensures you maximize value, minimize tax exposure, and exit on your terms.

  • Have you met with a certified business exit consultant about creating a formal exit plan, or updating your existing plan ?

Take this quick, 3 minute, 15-question self-assessment to determine the need to begin working with a certified business exit consultant:

Is It Time to Start Your Exit Plan ?

Please Enter the below information to get started

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1. Do you have a clearly documented exit strategy ?

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2. Have you had your business professionally valued within the past 2 years ?

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3. Do you know how much money you need from your exit to fund your next phase of life ?

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4. Have you identified your ideal exit timeline (within 1–10 years) ?

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5. Are you confident in your company’s ability to operate without your daily involvement ?

Section 2: Ownership Transition Plans -

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6. Have you identified a successor, such as a family member, employee, partner, or buyer ?

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7. Is there a plan in place to transfer ownership with minimal disruption ?

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8. Have you discussed and coordinated your exit strategy with key stakeholders, like partners, family members and board members ?

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9. Do you have legal agreements such as a current buy-sell agreement in place ?

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10. Have you compared the current tax consequences of various exit options ?

Section 3: Personal & Legacy Considerations -

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11. Do you have a clear vision for what you want to do after you exit the business ?

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12. Are you emotionally prepared to step away from the business ?

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13. Have you planned for your employees’ and customers’ continuity after your departure ?

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14. Do you have an estate plan that aligns with your business exit ?

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15. Have you consulted with a certified business exit consultant in the last 12 months ?

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Get Started Today !

Ready to uncover the true value of your business? Contact us today to schedule your free consultation with a certified business exit consultant CBEC®:

Contact Information: Jim Talerico

Phone: 1-800-828-7585

E-Mail: info@gpbusinesssolutions.com

Address: 511 East John Carpenter Freeway, Suite 500, Irving, Texas 75062

Web Site: www.greaterprairiebusinesssolutions.com

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