Business Exit Planning

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1 minute reading time (277 words)

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 Planning Advisor gathers information, assembles the Exit Planning Advisor Team, and offers a set of Exit Planning Recommendations. The Exit Planning Advisor oversees how your Exit Plan is built, much like a general contractor would coordinate the construction of an office building.

An integral part of the planning process is the creation of a Business Owner Road Map:

• A written document that can be reviewed and modified as your circumstances change.

• A comprehensive list of Recommendations that is personalized to your unique situation.

• A template that your Advisor Team can use to build a unique Exit Plan centered on your wants and needs.

The Business Owner Road Map is a comprehensive, written document listing specific steps in the form of recommendations you should take to exit your business in the most efficient and risk-free manner possible. This map is the culmination of an intensive discovery process, which includes learning your goals and objectives, thoroughly valuating your business, increasing the value of your business, and performing an in-depth review or redesign of any existing estate plans.

The Business Owner Road Map will help you in several ways, including:

• Positioning your business for transfer, even in a poor market.

• Sheltered from risks involved in a business sale.

• Keeping complete control over your ownership until you are satisfied that all aspects have been addressed.


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