Essential Exit Planning Tools
Are you Prepared?
A free exit planning tool that ranks the overall preparedness of your company for transition and provides a breakdown of the four major categories of your exit readiness: Finance, Planning, Profit/Revenue and Operations.
How much will you Need?
The interactive Triangulation tool will help you determine how realistic your plan is for retirement and if you will be able to realize your financial goals given your timeframe, savings and annual cash flow from the business.
Is it Enough?
The Seller’s Valuation Sanity Check examines your proposed value in light of its ability to pay an acquisition loan, a salary to the new owner, and provide a return on investment for the buyer’s cash down payment.
What is your Price Base?
The value of any business is determined by the amount of income it provides to its owners. Seller’s Discretionary Earnings (SDE) is used to assign a valuation base to the full benefit stream that a business provides to an owner.
The challenges facing the business community due to the large population of retiring Baby Boomer business owners are undeniable and the statistics immutable. Baby Boomer retirements will peak to nearly 500 unsold businesses a day within the next 5 years resulting in an inevitable competition to sell in a buyer’s market.
The Exit Planning Tools, Education and Resources available on this site are dedicated to the thousands of business owners who want their companies to remain competitive, who want to set their own timeframes for exiting and who want to remain in control of the entire process. Planning even a few years ahead can radically improve your lifestyle in retirement. Start now by taking our assessment for business owners. There is no obligation and we’ll send you the ExitMap® summary report broken down by the four areas of exit preparedness for FREE.
Exit planning is the process of developing a business owner’s strategy for what may be the biggest financial transaction of his or her life… the transfer of the business. That strategy may be a succession to the next generation of family. It could be a sale to employees. It may be a sale to another entrepreneur, or acquisition by a larger company. In some cases, it could require an orderly dissolution.
In every case, it involves tax, legal, financial, operational and risk management expertise. No one practitioner has all the knowledge required for every aspect of the plan. Exit planning, in the true sense of the word, is coordinating all those skills so that they work together for a single objective.
Recent Exit Planning Posts From
Awake at 2 o'clock? Plan... Build... Exit... Enjoy.
Exiting a Family Business: Three Questions
by John F. Dini on April 9, 2017 at 12:20 pm
Transitioning a Family Business has special issues. This interview was reprinted last week in the newsletter of Steven Bankler, CPA. We asked San Antonio business consultant John F. The post Exiting a Family Business: Three Questions appeared first […]
Exiting a “Time and Place” Business
by John F. Dini on March 19, 2017 at 3:32 pm
“The purpose of middlemen in the marketplace is to provide time and place utility.” I remember the light bulb going on in Economics 101 when my professor said that. Suddenly, I understood the concept of added value. The […]
Exit Planning Tools: The ExitMap® Assessment for Business Owners
The First Step to Understanding the Complexities of Preparing a Company for Transition
The ExitMap® Assessment questionnaire consists of 22 questions and produces a high quality 12-page summary report which will be emailed to you. The report ranks the overall preparedness of a company for transition and provides a breakdown of the four major categories of readiness; Finance, Planning, Profit/Revenue and Operations. If you are a business owner just starting to think about exit planning or if you just want to know where you and your company stand, this is your first step.