Blue Smoke

We have one passion – to improve the success of every OWNER we work with.  It’s that simple.

PlanMyBusinessExit.com (PMBE) provides superior individualized and custom services to individuals and their businesses in the areas of exit and succession planning, sales enablement, asset protection, tax planning, and wealth building.

 

Simply put – we want to educate you on all relevant opportunities to put more dollars into your pocket, your business, and your future.

We help determine realistic business performance, exit and succession planning strategies and time frames for closely-held companies, a total turn-key approach under one roof in nine key areas:

  1. Sales Enhancement

  2. Exit Planning Process

  3. Family Succession

  4. Strategic Tax Planning

  5. Retirement Planning

  6. Market Value Creation

  7. Selling the Business

  8. Finding the Right Broker

  9. Legal Considerations

 

Our team has decades of experience working with companies like yours.  We identified a critical need to address the lack of exit and succession planning for our clients and business owners in general.  A lack of understanding, misconceptions, bad information and advice, and the inability for advisors to help business owners understand the issues, options, and the true cost of a lack of planning in this area resulted in business owners deferring and delaying getting a plan implemented.

 

We know you work hard and sacrifice it takes to get where you are today. We also understand the time constraints you face, and how the lack of accurate information delays your ability to implement an effective strategy for a fully funded retirement and well-designed exit strategy. 

 

We focus on leading edge, sophisticated, and safe business strategies that will help you grow, structure, operate and maintain your business to take advantage of business and tax laws rather than being encumbered by them.

 

We partner with your business, your accountant, and your attorney to ensure you are capturing all available benefits that align with your business and personal goals.

There are one-story intellects, two-story intellects, and three-story intellects with skylights. All fact collectors with no aim beyond their facts are one-story men. Two-story men compare reason and generalize, using labors of the fact collectors as well as their own. Three-story men idealize, imagine, and predict. Their best illuminations come from above through the skylight.

                                         - Oliver Wendell Holmes

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Blue Smoke

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.

QUICK LINKS

LOCATION

Executive Center:

38 North Holly Avenue

Fox lake, IL, 60020

Main Line:                            888.938.2975

Tim Foster's Direct Line:     724.518.0604

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