OUR APPROACH

01 We Listen to You

02 Goals & Objectives

6 EASY STEPS TO ACHIEVE YOUR GOALS & OBJECTIVES

STEP ONE

We Listen to You

We listen carefully to your needs. The simple act of listening to our clients is one of common courtesy and respect.

STEP THREE

Preliminary Analysis

Mapping the right custom solutions that reinforce your key priorities toward your personal, business exit and planning goals.

STEP FIVE

Project Deliverable

Our work helps to create a wealth preservation plan to identify and eliminate threats that could impact income and reduce taxes.

STEP TWO

Goals & Objectives

30 to 60- minute complementary virtual presentation to better understand your capabilities, challenges, and opportunities.

STEP FOUR

Follow-up Proposal

All our projections are based on Value Driven Outcomes that are custom to fit your organization, ROI, and personal financial goals.

STEP SIX

Support & Maintenance

We value our relationship, we won't leave you with a binder and a pat on the back. Once you're a client, our support is just a phone call away.

OUR VALUE-ADDED VIRTUAL APPROACH

Creating the Proper Mindset.

As an Owner, your perception of your company’s value and unique capabilities need to be in alignment with the current market. Our private one-on-one virtual interactions provide a confidential and safe setting that will put you in the right frame of mind to transition the business financially and emotionally and remove the barriers that can get in the way.

Where to start?

We recommend a confidential ten minute phone call to have a preliminary discussion. If that call goes well we can go right into our Virtual Presentation or set a time to discuss your needs in more detail.

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.