Few decisions have greater financial consequence for an owner than leaving their business. Our guide can help you assess your specific needs and determine if you are ready to leave
As a business owner, you need an exit plan that reflects the dedication and hard work that has provided you and others with success. This guide endeavors to help you take your successes with you, regardless of the exit plan you select. To accomplish this, our firm created this workbook to help you organize your plans and put them into motion.
The questions in this guide were developed over 20 years ago by attorney John H Brown and form the basis of a seven step systematic process that centers around your personal goals, your specific situation, and your exit needs. For the last twenty years, we have successfully used this process for businesses of various sizes, scopes, and industries, helping owners exit their businesses on their terms. Topics you will work through with this workbook include:
For most owners, the business is your most significant asset and the number of possible exit routes can seem unlimited. As you begin drafting what a successful business exit might look like for you, we look forward to helping you identify your goals and create a plan that lets you and your family enjoy your exit while leaving a legacy for your business stakeholders and community.
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