The journey to a successful exit is complicated. Any wrong turn can lead to derailment, if not disaster. Like most, you probably have a lot of questions.
If You Fail to Plan, You Plan to Fail.
The most sound business plan includes a well thought-out exit. Sounds counterintuitive! But, it's true. Exiting a business is complex and usually requires a number of different experts. Too often, business owners overlook proper exit planning and when faced with a prospective buyer, it may be too late to take the necessary steps to ensure the best financial outcome for a sale.
To be clear, an exit isn't limited to selling your business to a strategic buyer or private equity firm. We work with clients who are 2nd, 3rd, and 4th generation family businesses who are looking for a more orderly transition from one generation to the next. But, the failure to properly plan for a successful exit virtually guarantees that as a business owner you will:
To be clear, an exit isn't limited to selling your business to a strategic buyer or private equity firm. We work with clients who are 2nd, 3rd, and 4th generation family businesses who are looking for a more orderly transition from one generation to the next. But, the failure to properly plan for a successful exit virtually guarantees that as a business owner you will:
Failing to Properly Plan |
Benefits of Proper Planning |
Exit your business as a result from outside pressure |
Control how and when you exit |
Exit your business on a timetable that's forced on you |
You choose when you are ready to exit |
Undervalue your company leaving hard-earned wealth on the table |
Maximize company value in good times and bad |
Pay too much in taxes |
Minimize, defer, or eliminate capital gains taxes |
Create family disharmony |
Maintain and enhance family harmony |
Fail to achieve all your business and personal goals |
Ensure that you achieve all your business and personal goals |
Suffer unnecessary stress |
Reduce your stress and that of your employees and families |
Watch your business disintegrate as a result of poor continuity planning |
Ensure continuity of your business |
You're Not Alone
You do not have to take this journey alone. Blueprint for Entrepreneurial Growth (B4EG) is forming Strategic Exit Planning Peer groups consisting of business owners like you who know that a successful exit doesn't just happen. It takes time, education, having the right team behind you, and a group of other peers who will be there to help provide guidance and support at every step of your journey.
B4EG's Strategic Exit Peer Group Program brings industry experts in each facet of an exit to you. You will gain hand's-on knowledge in areas that include business valuation, tax planning, investment banking, legal, estate planning, and so much more. Plus, you will be surrounded by business owners who are experiencing the same journey as you. They act as an informal board of directors who ask tough questions and provide solutions to difficult decisions about timing, family, key-executives, etc.
B4EG's Strategic Exit Peer Group Program brings industry experts in each facet of an exit to you. You will gain hand's-on knowledge in areas that include business valuation, tax planning, investment banking, legal, estate planning, and so much more. Plus, you will be surrounded by business owners who are experiencing the same journey as you. They act as an informal board of directors who ask tough questions and provide solutions to difficult decisions about timing, family, key-executives, etc.
Here's How the Program WorksThe Strategic Exit Planning Peer Group will provide the information you need to make necessary decisions about the growth and ultimate exit from your business whether through sale or succession. The goal is to create additional business value so that you can achieve your life goals and avoid the mistakes that plague those who fail to plan.
Participants meet once every three weeks for 6 months. Seasoned, experienced professionals from every facet of exit planning will conduct workshops that will help you develop a clear understanding of the entire exit planning process. |
In addition to these workshops, each session will include an issues and answers component led by a seasoned and experienced CEO peer advisor facilitator to help you overcome your unique obstacles. Sessions are timed to provide the greatest level of impact in the shortest amount of time so that you can get back into the day to day operations of your business - driving growth and value to improve your success upon transition whether one year down to the road, or 20 years.