Most business owners wonder "How much is my business worth?", and about the timing and process of moving out of ownership or day-to-day operations. Often the same business owners have not taken active steps to answer these questions. You may be too busy working in your business or unsure of where to begin. Exit Planning defines your unique issues and brings together your business, personal, and family financial goals.

Exit Planning includes:

•  Capital Needs Analysis to evaluate the likelihood of meeting the business-owner's retirement goals, given the business value, other assets, and desired lifestyle.

•  Review of factors that affect business value and risk in order to evaluate the likelihood of attaining established goals.

•  Strategies for transfer to family members, co-owners, or employees.

•  Creating a business contingency plan in the case of the death or disability of the owner.

•  Legacy planning to create continuing significance for the owner's family and other beneficiaries.

•  Coordination of professional team, which may include accountant, appraiser, broker, and attorney.
 

Fee for Business Owner Exit Planning

Fixed Fee, determined in advance

$3,000 - $10,000, depending on the scope of the work performed

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