Optimal Outcome
The process is managed through five primary phases:
- A Business Valuation & Marketability Report – which establishes the expected wealth transfer
- A Wealth Management Plan – which establishes the targeted wealth transfer
- A Business Exit Plan – which reconciles the Expected with the Targeted Wealth Transfer
- Execution of identified Positioning Strategies – which enhance the Expected Wealth Transfer
- Execution of the selected Exit Strategy – which extracts the business owner and the wealth
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