Exit Planning For Privately Held Business Owners
Are you thinking about exiting your business in the next 1-5 years? Studies show that millions of Baby Boomer business owners are about to do the same thing. In a recent study, the results showed that 80% of business owners “profoundly regretted” their decision a year after their exit. In an effort to give Chamber members the greatest chance for a successful exit for what will probably be the biggest financial transaction of their lives, we are offering the following discount to Chamber members:
- Exit Map Assessment - A free online assessment, which will yield a 12 Page Report that the business owner can keep. This report provides a snapshot of how prepared the business owner is to exit, and how attractive the business is to a potential buyer. Note: If you take the online assessment (click on the link below), please put “Jim Wisdom” as the Exit Planning Advisor where indicated.
- Exit Map Analysis and Action Plan - If the business owner is interested in discussing the results of his or her assessment in more detail, a Certified Exit Planning Advisor (CEPA) will meet with the business owner for a 1-2 hour consultation and provide a 40 Page Analysis and Action Plan. During this consultation, the CEPA will offer observations and recommendations regarding how to help the business owner realize a successful exit. Included in this analysis will be recommendations of how to grow the business in those areas that are most attractive to a potential buyer. The cost will be discounted by 25%, from $175/hour to $131.25/ hour.
Should you have any questions about this offer contact Jim Wisdom, CFP, CEPA at (805) 497-9264 (Office) or (818) 469-6640 (Cell). Jim's e-mail is firstname.lastname@example.org.