How we can help.

Exit Strategies offers an education when the first thought of selling crosses your mind. You’ll have questions regarding business value, timelines, confidentiality, key employees, tax considerations, etc. The list of questions will no doubt be long.  Through an initial Valuation and Analysis, we help answer your biggest questions. 

"There may be hundreds of thousands of dollars at stake...
making a decision prior to a complete education may be an expensive one." - J. Kraai

Due to the emotion surrounding even the thought of selling your business, we believe the best decisions first involve an education. With a simple education, you’ll gain confidence and peace of mind throughout the entire process! 

When the time is right and the foundation set to maximize your business and retirement value, Exit Strategies then confidentially packages and markets your business, recruiting only the best, financially (and otherwise) qualified buyers. Once the ideal buyer(s) are identified, then we negotiate the best possible deal and deal structure, ensuring you a successful and profitable exit. 

All businesses are not created equal. Your best 'exit strategy' should not be either. Here are 10.5 basic steps to reach your best retirement. 

10.5 Basic Steps for a Successful Exit Strategy:

1.   Conduct a Valuation & Analysis. (Education)
2.   Begin to ‘clean-up’ your business and prepare it for sale.
3.   Assemble your advisory team (Transition Team).
4.   Develop a Wealth Preservation Plan.
5.   Confidentially prepare your company for market.
6.   Recruit, identify and qualify the best buyers.
7.   Negotiate best possible deal & deal structure.
8.   Create LOI’s or Offers to Purchase with related documents.
9.   Due diligence process.
10.  Successful sale.
10.5 Retire well. 

For a more detailed explanation or clarification,
please contact our office at 503.577.5649 or 360.696.5812.