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What's Your Endgame? Transitioning Business Owners from Business to Eternity
What's Your Endgame? Transitioning Business Owners from Business to Eternity
Exit Planning| Value Acceleration | Advisory| Valuations | Commercial & Residential Real Estate

Preparing a Business for Transition
Value Acceleration Methodology in 90 Day Sprints

Certified Exit Planning Advisor (CEPA), Business Broker.   A CEPA will consider ALL exit options, not just a sale to a 3rd party!

Increase Profitability

  • Financial Review
  • Turnaround Strategies 
  • Supply chain analysis
  • Cash Flow analysis, projections, management
  • Operations | Process improvements
  • SOPs & Reporting
  • Diversify Customer Base
  • Enhance  Vendor relationships 









Increase Business Value

  • Valuation of Business
  • Assessments
    • Readiness of Owner & Business
    • Attractiveness of Business
    • Risk Management
    • Management & Advisory Teams
  • Quality of Earnings Analysis
  • Risk Mitigation & Contingency Plans
  • Development 
    • Business
    • Management & Culture
    • Marketing & Brand 
  • Strategic Plans

Align Personal, Financial, Business Goals

  • Exit Planning Checklists
  • Tax Planning
  • Contingency Planning  Business & Personal
  • Estate Planning
  • Charitable Gift Planning
  • Succession Plans
  • Aging Journey Plans

Owner, Family, Team 

  • Strategic Planning for business and life
  • Seminars & Workshops
    • Freedom Workshops
    • Mature Living Prep Series 
  • Aging Journey Plans reviewed with family
  • Business and Family Conflict Resolution
  • Review of wills and Trusts (Title Co., Elder Law Attorney reviews)

Understand Exit Choices & Decide on Best Option

  • Certified business Valuations
  • Transition & Exit 
    • Options available
    • Brokering services
    • M&A advisory services
  • Preparation for a transfer or sale
    • Due Diligence prep work
    • Owner transition  preparation 
    • Enhancement of management team for Private Equity Groups
  • Exit Planning Checklist​s



Partnerships

  • Advisory Team Partners
    • Wealth managers
    • Investment bankers
    • CPAs
    • Attorneys 
      • Business
      • Tax
      • Elder Law
      • Standard Estate Planning
    • Insurance
    • Business Coaching and consulting