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ADDED DIRECTION

IN A TIME OF UNCERTAINTY

Sales Enhancement

Are your current sales problems and challenges plaguing you and your organization? Are you hitting your numbers? If not, we can help you crank up your sales.

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Exit Planning Process

Develop a strategy to not only bring the expertise to the table but to LISTEN and UNDERSTAND what you and your business wants and needs.

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Family Succession

What may well seem to be a straightforward transfer to a family member may unwittingly create unforeseen taxes and may result in strained family relationships.

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Minimizing Taxes

Proactive advanced tax planning will help develop strategies that will enable you to pull value out from your business to build your personal wealth on a annual bases.

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Retirement Planning

Business owners frequently finance the majority of their retirement funding with proceeds from the sale or transfer of their business. If that’s your plan, we need to talk.

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> Market Value

You’ve become an expert at solving other people’s problems, let us help you solve one of your business’ biggest issues – your business’ increasing your company's market value.

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Selling the Business

Selling a business to an outsider is probably the method that will result in the most cash for you. Is selling your business the right option? Maybe, but you must prepare.

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The Right Broker

You only get one chance to sell your business. That’s ONE chance to cash in on your most important asset. ONE chance to be rewarded for your life’s work. Make the RIGHT choice.

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Legal Considerations

Without the proper planning and drafting of the associated legal documents – the negative TAX, BUSINESS, and LEGAL consequences may be far reaching.

We Help Owners of Privately Held Companies With:

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ARE YOU READY

FOR THE NEXT LEVEL?

If you’re like most entrepreneurs, your business is possibly your single largest asset. One you’re dependent on for ongoing revenue as well as retirement.

Manage your business to achieve the highest business value possible, so when it is finally time to implement your exit strategy, you’re prepared to act.

EXPLORE OUR RESOURCES

ABOUT US

PlanMyBusinessExit

We are business transition specialists. We help owners, family members, and advisors evaluate exit and succession options and implement plans to successfully transition businesses.