Plan to Succeed!

During the “boomer retirement” years ahead, business owners who wish to sell will face greater competition for quality buyers.  What’s more, changes in tax laws and regulations may limit their exit options in the future.

The best way to deal with these concerns is to develop a strategic exit plan that maximizes business value, identifies needs and opportunities, and meets your personal and business goals.  To ensure a smooth, successful transition you must be proactive, not reactive.  Yes, you can control your own destiny.

The Value of a CEPA Professional

A Certified Exit Planning Advisor (CEPA) will help you acquire key information to make informed exit decisions and maximize your after-tax proceeds when you exit your business.
A CEPA can help you:

• Articulate and align your personal, business and financial goals
• Maximize your business value
• Minimize taxes
• Identify and capitalize on timing opportunties
• Resolve key issues by using wise guidance and solutions

Look For the CEPA or Certified Exit Planning Advisor mark.  It’s your future.  Plan wisely.
It’s Not Just Your Business, It’s Your Life.

If you are like most business owners, your business means everything to you.  This is why it’s vital to plan ahead when you decide to sell or exit.   There are many important issues to consider – some simple, some not.  If you want to achieve the optimum outcome, here’s step one: consult with a Certified Exit Planning Advisor, in a confidential meeting.

More and more advisors today (e.g. accountants, lawyers, financial advisors, brokers) claim to provide “exit planning” services.  Be wary.  Not hiring the right professional could cost you more than you think.  With a Certified Exit Planning Advisor, you receive the highest level of knowledge, experience and ethics – from advisors who have completed the Exit Planning Institute’s rigorous MBA-style certification program and passed a four-hour proctored exam.