Preparing a business for Exit requires . . .

An integration of services with a single common goal – achieving value-based results:

Business Consulting – Profitability is one factor considered in determining the value of your company. For every additional $1.00 of captured profit, the value of your business will increase by $3.50 to $10.00. Business value drivers and competitive advantages must be measured regularly and managed to achieve maximum profitable performance.

Tax Planning – Almost every business transaction, investment decision, and major financial strategy is driven by tax implications. Every dollar unnecessarily paid in taxes reduces available working capital, investment capital, and reduces profit.

Business Value Mapping – BVM is the only reliable approach to tracking a privately-held company’s value in the marketplace. Real-time tracking of changes in business value enables timely elimination of value inhibiting, destructive behaviors (which often masquerade as "business as usual").

Financial Services – Investment advisory services target asset growth and asset preservation consistent with risk tolerance levels and objectives set by the client. Unlike most investment advisors in the industry, our advisors are not compensated based on transaction fees generated by client accounts. Their compensation is tied to clients achieving their stated investment objectives. [In excess of inflation, stocks returned about 7% per year (for the past 200 years), and high quality corporate bonds returned approximately 2.2%, U.S. government bonds approximately 1.6% and Treasury bills approximately 0.9% per year (for the past 100 years). Real returns differ substantially depending upon the time of market entry.]

Being prepared for an unplanned exit . . .

The statistics are more than disturbing, they are alarming. The probability of death and/or disability presents a serious risk to continued business operations and continuity of desired ownership. Effective planning and a properly structured (and funded) buy-sell agreement eliminate the risk all together.

Desire alone is not enough to ensure a comfortable retirement.

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