Exit Planning

Leaving a Real Legacy – Business Succession Planning

Exit Planning helps business owners set, sort through, and achieve their exit objectives. It enables owners to leave their companies when they want, to the successors they want, and with the amount of cash they need.

"At some point, virtually all closely-held and family-owned businesses will lose their primary owner to death or retirement." - Dr. Joyce Brochaus, author of Succession Planning.

After you are gone or in the event of your incapacity, your loved ones, family, business partner, clients, vendors, and others will miss you deeply. Your business needs to be able to go on to support them.

You will either leave them with a legacy that is meaningful, easy to manage or cash out, and keep supporting them -- or you will leave them with a big mess to deal with.

Learn more about Exit Planning, and create an Exit Map here.

Our Story

We will explore together what can we do today to ensure your business can and will continue to serve you and your clients well whether you are on vacation, taking a health break, or when you pass it on to loved ones after you are gone.

If you see ownership change in your future, we can help you plan a successful business exit. We can help you answer the seven planning questions located on this page and identify qualified advisors to help you through the process.

Meet The Team

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SPOTLIGHT: Casey Conklin – with the Law Offices of Casey D. Conklin

By Mark Imperial

In this segment, meet Casey Conklin, with the Law Offices of Casey D. Conklin.

This series is about the state of Selling, Buying, and Exiting a business in today’s economy.

Planning Protecting and Preserving Rural America

The farmer/rancher succession or exit planning industry is at a crossroads. Your farm or ranch probably isn’t. At least not today. But the decisions you make today make all the difference in how you navigate the crossroads moments to come – and they’re likely to be heavily and negatively affected by how so called “succession planners” advise you.

This report is about empowering you to create, maintain and implement a successful exit or succession plan, a plan that will actually work.

7 Steps to Leaving Your Business "In Style"

Creating, Maintaining & Implementing A Transition or Exit Plan that Works

This report is about empowering you and you to create, maintain and implement a successful exit or transition plan, a plan that will actually work. No matter how you’re currently positioned my goal is to help you begin the process of putting together a plan that works for you and your business – and the time to start is now!

You may be a newer business owner with few issues but a lot of responsibility. Perhaps you are a pre-retiree finally building the worth of your company to a point to where you can begin to transition our of your business or change the relationship you have with your business now that the kids have been educated. You may have very specific concerns like transferring a business or a farm, handling complex assets like retirement plans, or leaving a charitable legacy. In every case, NOW is the time to get started or to update any planning you’ve done before.

Sell or Transfer Your Business

When You Want • For the Money You Want • To the People You Want

Creating a successful transition or exit from your business requires planning. You want to minimize your risk and stay in control. The good news is you do not have to do this all alone. Sell or Transfer Your Business serves as an authoritative guide to help you work with your advisors to create a plan, leave your business in good hands, reward yourself and your family for years of effort, and live the rest of your life in a way that gives it meaning.

BEI Podcast with James L. Moore

James discusses balancing your estate plan, exit plan, and personal plan to ensure that your priorities are met, and your exit is successful.

From Successful to Significant:

The Framework for a High Value Business Transaction

From the Exit Planning Institute: This whitepaper dives into the Value Acceleration Methodology. A framework created by entrepreneur, advisor, and author, Chris Snider. Read in-depth interviews and discussions from Certified Exit Planning Advisors from different disciplines who have been trained inside of this methodology.