Exit Strategy

Stay Informed About Exit & Succession

There comes a time for every business owner to look at his or her Exit Plan, when and how to leave their business. When creating an Exit Plan and do so in the best financial situation as possible, one must consider several questions:
    • Have you developed 2/3rds of your wealth outside your business?
    • Have you developed a financial valuation in Exit Planning?
    • How are you going to handle Net Proceeds?
    • What Compensation Planning are you considering?
    • What form of taxation might there be?
    • And if you don’t leave – how will you stay focused on financial security?

    There are Three Key Steps in developing an Exit Plan each designed to help guide you toward a successful Exit and Succession:

    The 2% Club Advantage

    The Five Strategies of Financially Successful Small Business Owners

    Strategy #1

    Understand Business Valuation

    Strategy #2

    Use Tax Strategies That Build Wealth

    Strategy #3

    Develop Investments Outside Your Business

    Strategy #4

    Stay Informed About Exit & Succession

    Strategy #5

    Protect
    Your Wealth

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