NCBV NorCal Business Valuations
 
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Exit Planning
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1.800.528.9246
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Click here to view the brochure.
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...While the Gettin's Good.

Own a Business?
Have you received unsolicited offers to buy your business? Are you planning to retire? Do you want to sell to key employees, gift shares, or execute a major business change within the next 1-10 years? If you answered “Yes” to any of those questions, congratulations. And, one more thing -- you should start your Exit Plan now.

What Is an Exit Plan?
Other than starting it, leaving your business after building it into a big success is the most important business decision you will ever make.  An Exit Plan is a customized, comprehensive, step-by-step process that prepares you and your business to leave it on your own terms.  It aims to satisfy your own objectives in an efficient way.  Your Exit Plan may cover retirement, partial retirement, sale of your business, transfer to family and/or employees, or even business expansion.  Your Exit Plan may be geared to minimize tax, maximize your cash take upon leaving, improve business management, prepare for a financed sale, or satisfy your personal Exit objectives.
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Steps in Your Exit Plan
As business owner, you are the key participant in the Exit Plan process. After careful consultation with you and analysis of your business, NCBV will organize the preparation and execution of all steps so that your Exit Plan is an action plan—a living, breathing reality that is ready to work when needed. This is a sample list of Exit Planning steps:

  • Assist you to determine your own Exit objectives
  • Take steps to protect, increase (or decrease) your business value, based on your Exit objectives
  • Review estate and business plans and related documents, if any, already in place
  • Conduct a business valuation
  • Plan for any ownership transfer to your identified or most likely transferees
  • Prepare for “unplanned” contingencies before your planned Exit
  • Create new documents and/or edit existing ones, as needed, to form the Exit Plan
  • Complete and implement the Exit Plan

How Does Your Engagement Work?
At NCBV, your Exit objectives drive your Exit Plan. You must be honest with yourself about what you really want to do. Based on your objectives, NCBV works to develop an Exit Plan that makes sense. NCBV will organize your Exit Plan along with a team of advisors. The team can be your attorney, CPA, insurance advisor, and/or others you designate, or professionals that NCBV independently organizes to get the job done. Organizing your Exit Plan is an individualized process. It has to be, because like every business owner, you have a different business, set of Exit objectives, family situation, financial portfolio, advisors, and level of employee ownership.

More Information
To receive more information about Exit Planning in general and NCBV’s Exit Planning services, please click here.

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