Road To Business Success: Planning Your Exit
10:00 AM10:00

Road To Business Success: Planning Your Exit

What is Exit Planning?

An exit plan is a comprehensive road map which defines the successful exit of the owner from his or her privately held business.  It asks and answers all the personal, estate, financial, legal, insurance, investment and tax questions before, during and after selling or transferring a business and converting it ongoing income with little or no involvement of the owner. The primary purpose of an exit plan is to optimize the value of the business at the time of exit, minimize the amount of taxes to be paid, and ensure that the defined personal and financial goals of the owner can be accomplished.

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