Your aspirations and hard work have carried you far in life and have contributed greatly in your creation of considerable wealth, which for the time being is concentrated in your business. There will come a time when that ownership will transfer - and whether it be on your terms or the terms of others is really up to you.

Just as your aspirations have guided you in the creation and evolution of your business - why not also aspire to create additional value and ultimately exit your business in the best possible fashion?

  • The very process of preparing a business for sale can, in fact, become a value enhancement exercise as you may well determine that the appropriate outcome is to keep your business and pursue an Advanced Value Creation strategy.
  • The ultimate proceeds from your exit will be well planned for and handled through the development of a synergistic personal financial plan.
  • You can become one of the relatively few (roughly one fourth) of business owners who a year after their liquidity event confidently feel that they have achieved a successful capstone to their career.

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