What is "Exit Planning"?

If you have thought about leaving your business but don’t know how to begin, you are in good company.  Nearly 50 percent of successful business owners hope to exit their companies within the next five years. The SBA observes that “At any given time, 40 percent of U.S. businesses are facing the transfer of ownership issue” and “the primary cause of failure…is lack of planning.”  Our proven Seven Step Exit Strategy Planning Process™ allows you to avoid costly mistakes and exit your business in style.

To exit successfully, owners need a road map, experienced guides, and disciplined implementation.  This requires the coordinated efforts of a number of advisors – minimally, a CPA, attorney, and financial or insurance professional.  Integrity Financial Planners, Inc. is a Member of the BEI Network of Exit Planning Advisors™.   Working together, our skilled advisors can help you achieve your exit goals.

We are Members of this Network for three simple reasons.  It provides us (and you) with:

• Access to updated tools, changing information and state-of-the-art design ideas necessary to design an effective Exit Plan for your specific situation;
• Access to other trained Exit Planning Advisors in a variety of disciplines.  We will draw upon their ideas (if necessary) when designing your Exit Plan; and
• Ongoing education to keep us at the cutting edge of Exit Planning.

Our Exit Planning System is a process, not a product.  Our systematic Exit Planning Process, developed over the last 25 years, helps you decide:

• When you wish to leave your business
• What amount of cash you need when you exit, and
• To whom and how to transfer the business.

But first, you need to know where you want to go and what you want to achieve when exiting.  Our team will work with you to explain your options, develop a comprehensive multi-step plan, and work side by side with you to ensure disciplined execution of the plan.