Creating a Successful Exit Plan


 What Is Your Role in the Process?

"I'd like to leave/sell my business. Can you help me?"

When confronted with this question, many advisors aren't sure how to answer. Most advisors aren't sure what goes into helping a business owner exit the business, and they're even less sure about which roles they'd play in that process.

This download outlines many areas of possible involvement and work that advisors may with exiting business owners. Though it is not exhaustive, but it does include many of the more commonly implemented tools and techniques used during the Exit Planning Process.

Learn more about what your role in the Exit Planning Process could be today.