Exit Planning



  • You think about exiting your business but don’t yet have a plan. You want more understanding about what transitioning out of your business would actually look like and what your options are.
  • Exit planning overwhelms and daunts you, so you put it off. You don’t know where to start. Meanwhile there are fires that need to be put out and more pressing matters that need your attention. Ultimately, you are busy working IN your business, not ON your business. 
  • You hope that your business will take care of your financial needs in retirement, but you aren’t exactly sure of the roadmap to get you there. 
  • You have poured your life into your business for decades and have no idea what you would do in your life if you sold your business. As a result, you just keep growing your business but without a destination in mind. 
  • You have heard that you could probably sell your business for a lot when you are ready to exit but don’t know a whole lot more than that. Consequently, you’ve been mostly relying on your business to fund your retirement but are really shooting in the dark without knowing more concretely the true valuation of your business.  
  • You are burnt out and want out ASAP
  • You want to pass your business onto your children but also need it to fund your retirement and aren’t sure what to do.
  • You are confused by conflicting guidance from your main advisors (CPA, attorney, financial planner) about what to focus on with exit planning so you end up doing nothing. 



Your Advisory Team

Your key advisors (such as your CPA, financial planner, and attorney) all need to be able to collaborate together in your best interest; this is essential for successful exit planning. You will have different advisors rotate through being responsible for different parts of your action plan at various times, depending upon what’s needed. Sometimes you might make a relationship with a new advisor, like an investment banker or business broker. Your exit planning advisor takes lead to ensure that all your other advisors are working in concert towards the shared vision that is your action plan. If one of your advisors isn’t able to be a team player with the other advisors, then that could negatively impact you reaching your desired outcome. 

If you don’t know where you are going, you’ll end up someplace else.” 

– Yogi Berra

What to expect with EXIT PLANNING

Phase I – Education   

An educated owner is an empowered owner. As I begin working with an owner, it’s important for me to give them as much information as they are willing to take in. This prepares them to know the path that lies ahead so they can make decisions confidently and purposefully down the road. Exit planning makes a lot of sense to owners once they take a little time to understand the fundamentals. I want my clients to feel clear and ready to engage with an enterprise assessment when the time comes. 

Phase II – Enterprise Assessment 

It’s crucial to know where you and your business are at before making an action plan to take you and your business down the exit planning road. An enterprise assessment will give you vital information about where your business lies on the valuation scale and, most importantly, why. In addition, it also gives you feedback about how personally prepared you are to exit. Specifically, you will know 3 key data points: your valuation gap, your profit gap, and your wealth gap. The detailed information gleaned from the enterprise assessment will be used to form your action plan. The enterprise assessment takes significant resources (time, energy, and money) to complete because it is very comprehensive and thorough. 

Phase III – Action Plan Formation

After you are presented with the result of your enterprise assessment, you will need to make the decision of whether or not to move forward with engaging in the actual exit planning process.  I will facilitate you and your team putting together your action plan. Your action plan will be determined by your enterprise assessment scoring. The assessment will reveal the specific areas that need work both in your business, your financial planning, and your personal planning. Together, we will figure out which items need prioritization and who on your team will do what and when. As items on the action plan are completed, your enterprise assessment will be updated in order to get a current perspective of your business’s valuation.

Phase IV – Decide: Stay or Sell?

As you and your team engage in the action plan over time, your business will start to show results: it will become valuable as well as more profitable. Periodically, it good to pause and ask yourself if you would like to stay in your business, continuing to grow it and harvest from it, or, if you would like to look at exit options. If you decide to stay, you will continue back with your action plan. If you decide to you might want to exit, then we will look at each exit option and determine which might be best for you and your goals.     

Phase V – Completion  

Completion happens when you have either successfully exited your business OR you are fully prepared and well positioned to exit if you decide to do so. Fully prepared means you that you have created what’s called a “Master Plan” that outlines in great detail why your business holds such high value and all the steps you took to get it there. In addition, your Master Plan lays out comprehensive personal and financial planning that you have done. Until you decide to exit, you can harvest the profits of your business and enjoy the time that you have freed up.  

I also offer Leadership Groups

Leadership Groups provide the needed emotional support that can expedite your personal & professional growth.



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0333 SW Flower St. Portland OR 97239