Business Exit Planning

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677 Ala Moana Blvd. Suite 720

phone (877) 695-2102

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How to Leverage Your Strengths in a Business Exit

When preparing for a large-scale event - such as an extended trip to a foreign country, sending the kids to college, or preparing your business for the future - the planning required can sometimes look too big and unwieldy to pursue. Planning for the future of your business might be one of the largest-scale financial events of your life, which implies that planning is paramount. How can you plan for a business exit when you have so many other things to do?
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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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Why Maintaining Planning Momentum is Important

Planning for major events can sometimes cause a sense of dread. Whether it's planning a honeymoon, a long family trip, or a business exit, it's easy to say, "I'll do it later, when I'm less busy." While planning a business exit should never encompass your entire life, there are several reasons why you should keep your planning momentum going, inste...
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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 upprepared 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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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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Hawaii Money Resource with guest Ralph Prather - 10/10/2018

Ralph Prather https://honolulu.orangetheoryfitness.com/
 Hawaii Money Resource hosted by Marko Mijuskovic CExP with guest Ralph Prather - Orangetheory Fitness Hawaii Money Resource (10-10-18) Ralph Prather - Hawaii Money Resource Ralph Prather - Orangetheory Fitness https://omny.fm/shows/hawaii-money-resource/hawaii-money-resource-10-10-18-ralph-prather ORANGETHEORY HELPS YOU LIVE A LONGER,MORE VIB...
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Hawaii Money Resource with guest Rick Nakashima - 10/03/2018

Gyu Kaku Rick Nakashima (L), Ted Davenport (M), Lyle Matsuoka (R)
 Hawaii Money Resource hosted by Marko Mijuskovic CExP with guest Rick Nakashima - Ruby Tuesday, Gyu Kaku & Rainbow Drive In Hawaii Money Resource (10-3-18) Rick Nakashima - Hawaii Money Resource Rick Nakashima - Ruby Tuesdays, Gyukaku & Rainbow Drive Inn https://omny.fm/shows/hawaii-money-resource/hawaii-money-resource-10-3-18-rick-na...
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Hawaii Money Resource with guest Dylan Butterbaugh 09-26-2018

Dylan-Butterbaugh www.manoachocolate.com
Hawaii Money Resource hosted by Marko Mijuskovic CExP with guest Dylan Butterbaugh - Manoa Chocolate Bean-to-Bar is a movement in chocolate, it is much like the growing craft beer industry in the sense that Manoa Chocolate is moving away from mass production and focusing on smaller batches and fine quality. Visit their website to find out more (www...
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Hawaii Business Magazine - August 2018

​ What is Exit Planning? Exit Planning is the holistic approach to designing a business-exit strategy that helps provide you maximum value for your life's work. In encompasses setting Exit Objectives, creating an Advisor Team comprised of trusted professionals, and writing down each aspect of the transition sequence. With your input, the Exit Plann...
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