Home >> Services >> Ownership Transition Planning >> Strategic Planning (Exit Planning)

Strategic Planning (Exit Planning)

Work with Nationally Recognized Experts

As a nationally recognized thought leader in the field of strategic planning or exit planning, MidCap Advisors is committed to helping business owners and their advisors understand the importance of strategic planning before a business owner begins the ownership transition process.

Whether you choose an intra-family transfer or a third party sale, the exit option you choose and how prepared you are when the time comes, will have a significant impact on how satisfied you are with your decision and the amount of money you or your loved ones keep after taxes.

Don't Make the Same Mistake

The reality is that every privately held business will eventually be transferred to someone. The question is how and when. Unfortunately, a national study revealed that 75% of business owners regretted their decision to exit their companies.

Comprehensive and Integrated Process

MidCap Advisor's comprehensive and integrated planning process will help you ask and answer all of the personal, business, financial, and tax questions that need to be addressed before you can successfully exit your business. MidCap Advisors will take you through a process that helps you:

  • Articulate and reconcile your personal goals
  • Define the next chapter in your life
  • Understand the market value of your business
  • Identify the strengths and weaknesses of your business from a buyer's perspective
  • Enhance the value or salability of your company
  • Select the right exit option to accomplish your goals
  • Increase the net proceeds you'll keep after taxes and transaction fees
  • Determine the best strategic timing for your exit
  • Develop a contingency plan in case of the worst
  • Take action with concise recommendations and a list of action items

Work with Nationally Recognized Experts

Work with Richard Jackim, JD, MBA, CEPA and the other exit planning professionals at MidCap Advisors. Rich is in charge of MidCap's Ownership Transition Planning Practice based in the Chicago office, but works with clients nationwide. Rich is a seasoned investment banker and experienced M&A attorney and the author of the critically acclaimed book, The $10 Trillion Opportunity: Designing Successful Exit Strategies for Middle Market Business Owners, Second Edition".


Rich is also the founder of the Exit Planning Institute, a professional association of business advisors dedicated to establishing a set of best practices in the field of ownership transition planning for business owners. Contact Rich to learn how MidCap Advisors can help you successfully exit your business on your terms.

Contact MidCap Advisors to help you exit your business on your terms.
 




































What Others Have to Say

"This was one of the biggest decisions of my life and MidCap was there every step of the way."

Marvin Seligman, President
Lowel-Light Manufacturing, Inc.

The $10 Trillion Opportunity

cover_2nd_edGet the critically acclaimed book on exit planning by MidCap Advisors' Managing Director, Richard Jackim.

 

Written for business advisors, this book shows new and valuable ways to help your clients ensure that they are able to exit their companies on their terms.

Available from Amazon.com and other major online retailers.

 

The $10 Trillion Opportunity: Designing Successful Exit Strategies for Middle Market Business Owners, Second Edition