"Check the background of our investment professionals on FINRA's BrokerCheck."

Business Exit Planning

Location Our Location

677 Ala Moana Blvd. Suite 720

phone (877) 695-2102

Call Us Now- Support from 8am-5pm

Turning a Lifestyle Business Into a Business Enterprise

​ Many business owners start their companies as lifestyle businesses to support a certain kind of lifestyle that they want. Some found businesses because they have an urge to create and build. Others want to be their own bosses. Still others want to control their own destinies. Whatever the reason, many businesses start as and evolve into lifestyle...
Continue reading
  29 Hits
  0 Comments
29 Hits
0 Comments

A Planning Process for Future Success

​ Do not act as if you had ten thousand years to throw away. Death stands at your elbow. Be good for something while you live and it is in your power. –Marcus Aurelius, Meditations Building a successful business likely took you years of deliberate planning. From your initial business plan to now, you've built something worth protecting and worthy o...
Continue reading
  50 Hits
  0 Comments
50 Hits
0 Comments

Protecting What You Care About: Business, Family, & Employees

​ As a business owner, you're likely the most important person in your business. You're probably the breadwinner for your family. Your employees rely on your leadership and success for their livelihood. A lot of people depend on you. What would happen if, without warning, you were to die or become incapable of running the business? Many business ow...
Continue reading
  61 Hits
  0 Comments
61 Hits
0 Comments

Maintaining Control, Minimizing Risk, and Rewarding Your Best Employees

​ For many small-to-mid-market business owners, there are few things more important than maintaining control of the company, minimizing risks for the company, and rewarding the employees that make the company successful. Ownership transfers to the company's most valuable employees can do all of these things with proper planning, but there is a cave...
Continue reading
  52 Hits
  0 Comments
52 Hits
0 Comments

Whether You Sell Your Business or Not, the Planning Is the Same

​ There are many things for you to consider as you think about the future of your business ownership: When is the right time to move on? How much money will I need? How do I even sell this business? These questions dovetail into an important decision you'll try to make early in the process of planning your future: Whom you'll sell or transfer your ...
Continue reading
  53 Hits
  0 Comments
53 Hits
0 Comments

3 Things That Can Build Future Business Value

Building business value is a core reason you wake up and run your business every day. As your business grows in value, it can position you to find new clients; keep current clients happy; support your employees financially and intellectually; and provide a nest egg for yourself, your family, and any charitable organizations you work with. Many busi...
Continue reading
  49 Hits
  0 Comments
49 Hits
0 Comments

Why Make Your Business More Valuable Without You?

Businesses that rely on their owners as the primary source of success are common. They're also the most dangerous kind of business to own when you want to plan for the future of your ownership interest. Unless your goal for the future of your ownership is to liquidate the business and shut it down, you'll likely need to build your business' transfe...
Continue reading
  52 Hits
  0 Comments
52 Hits
0 Comments

Is Your Business Worth as Much as You Think?

As a successful business owner, you know that your business has value. It likely supports the lifestyle you and your family live. It provides a paycheck and perhaps benefits to the people you employ. The products or services you provide are meaningful to your clients. But if someone asked you, "How much is your business worth?" could you confidentl...
Continue reading
  124 Hits
  0 Comments
124 Hits
0 Comments

Working Backward: 3 Questions to Ask About Your Planning

Do you remember trying to solve a complex maze as a child? You'd start at the beginning, trace a line toward what you thought was the correct path to the end, only to run headlong into a wall. So, you'd start again, only to run into a different wall. But then, someone who had experience solving complex mazes may have suggested, "Start at the end: I...
Continue reading
  177 Hits
  0 Comments
177 Hits
0 Comments

Incentivizing Your Best Employees to Stay

When thinking about business planning, one aspect you may be tempted to overlook is the contributions of your key employees. Key employees are the lifeblood of well-run businesses, and they play an important role when owners begin to plan for their businesses' futures, especially when owners begin to plan for their inevitable business exits. Many o...
Continue reading
  168 Hits
  0 Comments
168 Hits
0 Comments

3 Things to Remember About Third-Party Sales

As a business owner, you're likely used to having as much control over how the business functions as possible. You're the go-to person for big decisions and you own the consequences of those decisions, whether they're good or bad. This attitude is often good and sometimes necessary for the business' success. But when you begin to consider how you will plan for your business' future, you might be positioning your business poorly, especially if you have any intentions to one day sell your business to a third party.

In this article, we'll outline three facts about third-party sales and present a few consequences you might face if you aren't aware of these facts.

Continue reading
  258 Hits
  0 Comments
258 Hits
0 Comments

How Business Owners Are Approaching Their Futures

As a business owner, you know that planning is crucial, and that the new year is typically when you implement new strategies. As the new year begins, many business owners have begun to examine what they'll do, if anything, about the long-term future of their businesses.

Winston Churchill once said, "Failing to plan is planning to fail." Today, we'll look at what we're hearing from business owners regarding their long-term business planning to help you gauge what other business owners are thinking and doing and see where you stand.

A Gap Between Thinking and Doing:

Rarely do successful businesses simply appear from the ether without rhyme or reason. Successful businesses are often the result of diligent planning and action items that owners and their teams implement. This is especially true of long-term planning. When planning for years down the line, it's helpful to have both an idea about where you want yourself and your business to be, and the flexibility to adjust to the unforeseen.

Visit the link to view the Newsletter

Continue reading
  179 Hits
  0 Comments
179 Hits
0 Comments

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?
Continue reading
  264 Hits
  0 Comments
264 Hits
0 Comments

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...
Continue reading
  331 Hits
  0 Comments
331 Hits
0 Comments

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...
Continue reading
  520 Hits
  0 Comments
520 Hits
0 Comments

The Seven-Year Itch & How To Scratch It

It was true love right from the start. You've been committed from day one. You've been faithful. You've given completely and selflessly. The more time you've spent, the more your passion has grown. But lately, youve experienced a bit of a plateau. The feelings are still there but the flames have subsided.  Ladies if this describes your experie...
Continue reading
  333 Hits
  0 Comments
333 Hits
0 Comments

Everything's Moving Faster. Shouldn't You?

Now 50 is the new 40. Orange is the new black. And the pace of change is only increasing. So while your career may be off to a great start, the real question is, how do you consistently stay ahead? Marko Mijuskovic, BA, MBA, MSIS, CExP, can help you answer that very important question with two questions of his own. First, where do you want to go? B...
Continue reading
  364 Hits
  0 Comments
364 Hits
0 Comments

Accounting For A Successful Exit

Marko Mijuskovic, BA, MBA, MSIS, and CExP, is in the business of making his clients' numbers look better. Whether dealing with retirement planning or a business exit, Marko takes a holistic view of a clients financial picture This includes working through accounting, legal, managerial, and tax concerns - just to name a few - to create a comprehensi...
Continue reading
  477 Hits
  0 Comments
477 Hits
0 Comments

Planning A Business Exit

Founded in Honolulu in 2017, Wealth Strategy Partners has recently been recognized as one of the fastest-growing financial firms in the region. In addition to our flagship Honolulu shop, we have opened offices in California and Nevada. Our mission is to help make our clients' numbers better - investment numbers, tax numbers, retirement numbers, and...
Continue reading
  538 Hits
  0 Comments
538 Hits
0 Comments

Meet Hawaii's First Certified Business Exit Planner

Marko Mijuskovic, BA, MBA, and MSIS, just added yet another designation to his list of credentials: CExP™, making him the State's first and only Preeminent Certified Business Exit Planner. "With so many locally owned and managed businesses, I saw a real need in the community for business exit planning," said Marko, who is a Vice President and Partn...
Continue reading
  568 Hits
  0 Comments
568 Hits
0 Comments