Exit Planning

The achievement of your vision is at the intersection of your personal, financial, and business goals.

Our exit planning services aim to help you achieve your business objectives while coordinating with your financial, tax, and legal advisors to support your personal and financial plans. This collaborative approach to exit planning seeks to generate value beyond your business.

Exit Planning

Evaluate

Our process starts with a thorough valuation of your business, which is typically your most significant financial asset. We assess its attractiveness and readiness to pinpoint opportunities for strategic enhancement. Use this business valuation as an opportunity to:

  • Create an effective personal financial plan
  • Identify opportunities for improvement and value enhancement
  • Assess alignment between personal, financial, and business objectives

Educate

In collaboration with your advisors, we will identify personal planning opportunities tailored to your vision. We will also provide you with detailed information on your available exit options, including:

Execute

Develop and implement a strategic business plan that aligns with your personal vision and preferred exit strategy. We will assist you in executing crucial business initiatives over 90-day cycles:

  • Mitigate identified risks
  • Build a foundation for value enhancement
  • Capture identified value opportunities
  • Re-evaluate at least annually

“ Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of you, your family, and your business are addressed by focusing on creating value today. ”

Copyright: Exit Planning Institute

We’d love to hear from you

Contact us
  • Main office
    Leawood, Kansas