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2009 Exit Planning Overview Final

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Presentation on the steps of Preparing a business for a transition event to management, familiy, or 3rd party sale

Economía y finanzasEmpresariales
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Exit Planning A Roadmap to Achieving Ownership Goals “Getting it right the first time” Strategic Exit Advisors 95 W. Court Street Doylestown, PA 18901 www.se-adv.com PA – (215) 489-8881 NJ – (609) 466-3100 Your Future, Our Focus SM
Roadmap Questions ,[object Object],[object Object],[object Object],[object Object],[object Object]
Let's Define Exit Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Overview Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Conclusion Step 1
Exit Plan Roadmap Overview
Step 1 - Identify Owner Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Conclusion Overview Step 1
Step 2 - Identify Business & Personal Financial Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 1 Step 3 Step 4 Step 5 Step 6 Step 7 Conclusion Overview Step 2
Step 3 – Maximizing & Protecting Business Value ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 1 Step 2 Step 4 Step 5 Step 6 Step 7 Conclusion Overview Step 3
Maximizing Value Implication Owner Requirements
Ownership Transfer ,[object Object],[object Object],[object Object]
Business Owners Dilemma ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Less than 25% have done any exit planning - U.S. Small Business Administration
Step 4 - Ownership Transfers to Third Parties ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 1 Step 2 Step 3 Step 5 Step 6 Step 7 Conclusion Overview Step 4
Step 5 - Ownership Transfers To Insiders ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 1 Step 2 Step 3 Step 4 Step 6 Step 7 Conclusion Overview Step 5
Step 6 - Business Continuity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 1 Step 2 Step 3 Step 4 Step 5 Step 7 Conclusion Overview Step 6
Step 7 - Personal Wealth and Estate Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Conclusion Overview Step 7
Case Study Comparison ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 7 Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Conclusion Overview
[object Object],[object Object],[object Object],[object Object],[object Object],SEA Summary
The SEA Team ,[object Object],[object Object],[object Object],[object Object]

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2009 Exit Planning Overview Final

  • 1. Exit Planning A Roadmap to Achieving Ownership Goals “Getting it right the first time” Strategic Exit Advisors 95 W. Court Street Doylestown, PA 18901 www.se-adv.com PA – (215) 489-8881 NJ – (609) 466-3100 Your Future, Our Focus SM
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  • 4. Exit Plan Roadmap Overview
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  • 8. Maximizing Value Implication Owner Requirements
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