Business Exit Planning

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Successful Transfer of the Family Business

 What could be easier than transferring your family business to its natural successor: your heirs apparent, your offspring? If some of your first guesses were peace in the Middle East, increasing honestly in politics, or convincing a teenager that he or she might be wrong about something, you have probably witnesses your share of family-business transfer disasters.

Statistics widely quoted by Estate Planning writers indicate that 'only' one-third of all family-owned businesses are passed on to the second generation, and 'only' 10% of family-owned businesses are transferred to a third generation. Experience indicates that those statistics are widely optimistic and overstated.

Pessimism notwithstanding, some family businesses are indeed successfully transferred to younger generations. For the transfer of business ownership and control from parent to child to be deemed ' successful,' the parents must achieve all their exit objectives, including the following:

  1. Financial independence and security completely divorces from reliance on cash flow from the business.
  2. Intra-family fairness regarding the distribution of family wealth and business
  3. Complete transfer of business operation and ownership control to the younger generation. This usually means the parent is out of the business and is not needed in the business for any reason.
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Leaving Your Business Is Inevitable

​Owners begin thinking about the Exit Planning Process when two streams of thought begin to converge. The first stream is a feeling that they want to do something besides go to work everyday: either they would like to be someplace else - doing something else - or they simply no longer get the same kick out of doing what they are doing. The second stream is the general awareness of the following:

  1. They are close to financial independence
  2. They are making significant strides toward reaching financial independence
  3. They can achieve financial independence today by selling their business

As these two streams converge, an owner's thoughts flow inevitably toward exiting the business. Will your business be prepared for your departure on your terms?​

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February 2019

Planning for Leisure - Before Retirement Debunking a 'Flat Earth' Theory Can You Adjust Your Biological Age? Premium Financing: Leverage for Life Insurance   Download PDF File Here
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January 2019

In this issue we will be covering these topics: ​The Others In Your Retirement Your 2018 Tax Return: Will You Pay More or Less? Cover Your (Small Business) Assets. IRA. 401(K). YOYO   Download PDF File Here
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12/06/2018 - Hawaii Chamber of Commerce - Focus on Tax Planning

​In this seminar Charles Au and Marko Mijuskovic shared year end tax planning strategies, as well as tips on how to save money this coming tax season in preparation for 2019.
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12/05/2018 - Business Exit Advisory Board

The Business Exit Advisory Board was founded by Marko Mijuskovic in 2014 with the idea to help owners develop a holistic approach to design a business-exit strategy that provides maximum value for their life's work. Exit Planning is a proven method to give owners the ability to exit their business on their terms. Board Members: ​Charles Au, CPA - E...
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11/01/2018 - Advanced Business Planning

Advanced Business Planning: Focus on Tax, Financial, and Business Continuity Planning. Main Topics: ​How Can I Minimize my Overall Tax Burden? The Key to Avoiding Costly Partnership Disputes Internal Business Transfers (Family, Partners, Employees) Retaining Your Top Management for the Long Term What is the Purpose and the Steps of a Business Conti...
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06/17/2018 - AIA Seminar

The AIA Honolulu Professional Development Committee presented a seminar on: Everything You Need to Know to Run a Firm (besides design). For owners of Engineering, Architect, and Contracting firms to gain insight into the critical topics that impact AEC firms. This Professional Development workshop series featured sessions on business planning, liab...
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06/13/2018 - Business Exit Advisory Board

The Business Exit Advisory Board was founded my Marko Mijuskovic in 2014, with the intent on helping business owners successfully exit their business on their own terms. This professional panel includes an experienced CPA, Business Valuator, Attorney, and Certified Exit Planner. 
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Hawaii Chamber of Commerce - Focus on Tax Planning - 12/06/2018

 Marko presented as the lead Financial Advisor in collaboration with the most prominent CPA in the state of Hawaii. This educational seminar focuses on tax planning for businesses.
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Business Exit Advisory Board 12/05/2018 - Part I

 The Business Exit Advisory Board was created in 2014 with the idea to help owners develop a holistic approach to designing a business-exit strategy that provides maximum value for their life's work.
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Business Exit Advisory Board 12/05/2018 - Part II

 The Business Exit Advisory Board was created in 2014 with the idea to help owners develop a holistic approach to designing a business-exit strategy that provides maximum value for their life's work.
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'Client Commitment' - Marko interview with John Brown, BEI

Our team is committed to taking the extra time to ensure that every aspect of the business and finances have been reviewed, giving you peace of mind that we have set up a good plan moving forward.
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December 2018

A Retreat to Move Forward Easing Off Accelerated Debt Reduction Getting to "AHA" with Whole Life Insurance Can Imaginary Numbers Effect Real Change?   Download PDF File Here
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Exit Paths for Business Owners

​An Exit Path is the route a business owner takes to successfully exit his or her business. Many owners facing the choice of an Exit Path are curious about  the relative popularity of each Path: 1. Sale to Insiders - 31% of business owners are interested in this exit path. A transfer to insiders in the exit path most successfully traveled by&n...
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Business Owner Survey Report

Baby boomers have begun to exit their businesses en masse, and their exits have triggered perhaps the most massive transfer of wealth in history. Yet, even as this monumental wealth transfer takes shape, most business owners find themselves either partially or entirely unprepared to exit their business with the financial security they need to assure that the quality of their post-exit lives matches or exceeds the quality of their pre-exit lives.

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November 2018

Getting On The Right Track To Buy or Rent? Your Results May Vary Smart Giving Remembering What You Already Forgot   Download PDF File Here
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October 2018

The Deception of the Ledger Life After Driving: An Overlooked Phase of Retirement In America, Anyone Can Borrow Like a President (But Should They?) Who's In Your Dunbar Number?   Download PDF File Here
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155 Hits
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Life Insurance for Estate Equalization

Most family business owners wish to see the business continue on for generations. Unfortunately, this is more the exception than the rule.    Download PDF File Here
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488 Hits
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September 2018

The Antidote for Irritationality Keep Saving "Alive" During A Disability The Backstory for "Buying The Farm" Empty Nest Catch-Up Plans   Download PDF File Here
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