IMPLEMENTING A ROADMAP TO TRANSITION A BUSINESS
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It’s estimated 75% of business owners have no exit strategy. Now is the time to do this. Let us make this as easy as possible.
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Step 1 – Determine significant business timelines – such as:

1. Owner Retirement and continuation of business after retirement (Sell to 3rd party or family member/key person)
2. Selling of business if desired before retirement
3. Other important operational planning and business goals such as:

 A. Eliminate business debt and set-up "self-financing" program that will:
- Eliminate Debt
- Increase Cash Flow
- Create Financing Flexibility - No longer subject to bank restrictions and able to use every dollar twice for purchases
- Decrease Taxes
B. Increased cash flow from eliminating debt/interest payments will allow the business to:
- Expand operations/workforce
- Boost Marketing budget and increase sales
- Increase/implement a company retirement plan
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Step 2 – Establish Comprehensive Business Continuity Plan based on significant timelines in Step 1

1. What if Owner dies – Buy/sell with family member or key person or 3rd party sale
2. Implement cost reduction and tax saving programs that make business more profitable (and more attractive to potential buyers if wanting to sell business)

 
Step 3 – Implement a Comprehensive Legacy Plan that allows:

1. Owner retirement with tax free retirement income that is double that of taxable 401k income
2. Partial In-house financing when selling business
3. Tax Mitigation & Tax planning when selling business (in consultation with company CPA)
4. Estate planning that provides a Legacy that lasts for generations

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