Broker Check

Exit Planning Assessment

Have you thought of getting out of your business? Is your wealth locked up in your company? Do you know how to convert the value of your company to cash? Does the idea of exiting your company seem overwhelming yet exiting?

You are not alone.

If you have thought about leaving your business but don't know how to begin, your are in good company.  Seventy-nine percent of successful business owners hope to exit their companies within the next 10 years, but the SBA notes, "At any given time, 40 percent of U.S. businesses are facing the transfer of ownership issue" and "the primary cause for lack of planning."  

Take this survey to figure out where you are today. We will review your answers and provide a complimentary report providing insights into where you need to go.