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Benefits of Exit Planning

BE FREE TO HAVE A FULL LIFE OUTSIDE YOUR BUSINESS   

  • Gain clarity about what is most important to you in your life.
  • Reclaim passion and an identity in your life outside work and business.
  • Be in alignment with your spouse and family about your life plans.
  • Open and kind communication between you and your family members about challenging issues.
  • Head into the third act of your life with confidence and excitement.
  • Express your core values in your life.
  • Find peace in directing your business to support your life rather than your life supporting your business.
  • Equal attention to business growth, financial planning, and personal visioning.
  • Spend dedicated time to figure out who you will be and what you will do after you exit your business.
  • Be empowered by having vital knowledge about where you are, where you want to go, and what you need to do to get there.
  • Free up your time as an owner.

BE AN EMPOWERED OWNER; KNOW THE VALUE OF YOUR BUSINESS AND HOW TO ENHANCE IT             

  • Know the approximate value of your business and why.
  • Develop an exit planning map that is a customized and prioritized action plan. 
  • Position your business for the best possible exit outcome.  
  • Close the gap between how your business is valued now and how it could be in the future if you strategically build value in key areas. 
  • Become aware of and educated about your exit option as well as the pros/cons of each option.
  • Enjoy being well served by the collective power of your advisors all working collaboratively as a team in your best interest.
  • Rest easier with a designated expert overseeing and coordinating the exit planning process.
  • Protect what you have built through reducing risk in vital areas.
  • Create a strong management team or strength the one you already have in place.
  • Be able to sell your business for a higher value than you can right now.

BACKED BY A SOUND FINANCIAL PLAN, BE CONFIDENT IN YOUR PATH AHEAD 

  • Have your financial planner working in sync with your other advisors to help you reach your goals. 
  • Identify and close the financial gap between where you are now and where you will need to be when you retire. 
  • Get clear on exactly how much value you need to build your business to in order to bridge that financial gap of where you are now and where you need to be when you retire.
  • Feel financially confident heading into the final act of your life.
  • Relax knowing that you are providing financial security for you and your family. 
  • Trust that your spouse and your business will be taken care should something happen to you. 

We also offer Leadership Groups

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

Contact

Email

[email protected]

Address

0333 SW Flower St. Portland OR 97239