Growth & Exit Planning

Business Planning Services, as you can imagine, are pretty diverse. Our team uses a three-step planning process designed by the Exit Planning Institute to help uncover and address business needs. The process involves the full discovery of the owner’s personal and financial status and well as the company’s financial and operations situation. On completion of the discovery, our team can create a prioritized action plan to accelerate the company’s value, de-risk the company and owner, and possibly even help prepare for an exit.

Life Insurance is a crucial component to de-risking the owner and company. Some business life insurance uses are buy-sell agreement funding, key-person risk, debt repayment, employee benefits, and estate planning.

Please note some of these services require consulting and or planning fees billed directly to the client. Value acceleration Planning may take 2-5 years of client engagement by our Certified Exit Planning Advisors.