What Every Business Owner Should Know

76%    of business owners plan to retire within the next 10 years.
80%  of business owners do not have a formal transition plan in place.
50%  of small businesses fail in their transition because of a lack of planning for:
death, disability, divorce, dispute, and distress.
Act Now
LEARN HOW MUCH YOUR BUSINESS IS WORTH AND IF YOU ARE READY FOR A TRANSITION.

Know Your Gaps

THREE NUMBERS YOU SHOULD KNOW AND MANAGE TO ACHIEVE YOUR GOALS

WEALTH GAP

PROFIT GAP

Difference between the profitability of best in-class companies and your business.

Difference between what you need to retire comfortably and your existing wealth.

VALUE GAP

Difference between best-in-class comparable company valuation and your business.

WHAT IS TRANSITION PLANNING AND VALUE ACCELERATION?

It is a tested and structured approach that helps you:

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  • Prepare personally, financially, and emotionally for a transition.

  • Maximize the value of your business and make it transferrable.

  • Decide whether to continue to grow the business or to exit it (and how). 

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Value Acceleration Methodology

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Business Meeting
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Working with a Certified Exit Planning Advisor (CEPA)

CEPAs are an elite group of advisors who have received this designation and are part of the Exit Planning Institute’s (EPI) international community.The CEPA program is the most widely accepted and endorsed professional exit planning program in the world. 

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To receive the CEPA designation, an advisor must complete an MBA-style rigorous program that involves approximately one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of a 3-hour proctored exam. 

Resources 

Set for Life Questionnaire
The 5 reasons why businesses are forced to exit involuntarily
The advantage of working with a CEPA