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