EXIT PLAN OVERVIEW

The Easy Way for Owners to Engage in Business Exit Planning

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Changing the Planning Paradigm

As experienced Exit Planners, we understand, we spend most of our time and effort dealing with the current problems and challenges that plague owners. Owners often engage us to:

Grow business value.
Protect business assts.
Maximize income.
Protect businesses from risk.
Minimize current taxes as well as those to be paid upon the transfer of ownership.
Resolve business continuity issues in a way that achieves an owner’s financial security and ownership goals regardless of whether an owner lives to see a planned exit or dies before reaching it.
A host of other issues, that are “more pressing” to our clients than “selling the company.”

What We Do:

We help determine realistic business exit and succession planning strategies and time frames for closely-held companies.

Who We Do It For:

Privately Held Companies in the: Construction Services, Manufacturing and Energy Sectors, Transportation & Logistics, Distribution Wholesalers, Engineering, Architectural Design and SaaS & Technology Firms.

Why You Should Work with 3Pi

Over 20 plus years, Management at 3Pi has worked with hundreds of clients in the industries listed above. Our breadth of knowledge and front-line experience creates the industry expertise necessary in the areas of strategic tax planning, asset protection strategies, compensation and benefit planning, business succession and exit strategies, retirement planning, and business wealth building strategies.

Exit Planning provides Owners the opportunity to solve ever-present challenges in concert with achieving longer-term exit goals and aspirations. Click the button below so we can address and eliminate any of the roadblocks that are getting in the way.

Understanding the Common Perceptions of Exit Planning

When most owners, and advisors hear the term “Exit Planning,” they think about the actual ownership transfer process. They believe that the first Exit Planning step is to hire an investment banker to sell the business, or a CPA and lawyer to draft a sale agreement between themselves and their key employees or children.

These are certainly important steps in the Exit Planning Process, but far from the first ones. In fact, transferring ownership control is usually the last step in the implementation of an Exit Plan and usually occurs after years of planning and plan execution. In fact, the typical Exit Plan takes 5-10 years to implement in order to attain the owner’s exit goals.

Common Obstacles to Exit Planning for Many Business Owners

They need to improve the business first.
Other issues are more pressing than planning.
They have no successor.
They aren’t ready to act

We address and eliminate these roadblocks. The first step is listening to you and to begin the process of Exit Planning by engaging you within a process that is in your best interest.

Key Questions to Ask Yourself:

“What do you think you’d like to do after you exit?”
“How do you want people to view your business?”

By asking the right questions and listening to you, we uncover your barrier(s), by doing so, we communicate your interest with your agenda in mind rather than our own initiatives. We believe that we better serve owners by focusing on their current concerns, rather than on a securing an Exit Planning engagement for ourselves. Our client's come first.

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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.