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Owners ToolsThe Next Adventure
For many entrepreneurs letting go of a business is the hardest part of the exit process. The Next Adventure – Predicting Retirement Satisfaction for Business Owners helps entrepreneurs understand whether they are psychologically prepared to exit their business and enjoy retirement. This report provides business owners with a careful assessment of their attitudes about seven key areas like personal identity, need for interaction with others, financial security and others. This 10 page report describes the key drivers of retirement satisfaction and includes the 36 questions the business owner answered as well as a table which illustrates potential areas of dissatisfaction. Reports are prepared within 3 business days by a certified exit planning specialist. Delivered in PDF format. To get started, call Jack at: 860-653-1450 To get started, call Bill at: 860-653-1455
This comprehensive assessment examines over two dozen factors that influence whether to keep or sell your business. This is an essential component of any business owner’s exit plan. The final report is 12 pages long and includes a “report card” showing how the subject company ranks on each of the factors influencing whether or not it’s a good time to sell. Reports are prepared within 3 business days by a certified exit planning specialist. Delivered in PDF format. To get started, call Jack at: 860-653-1450 To get started, call Bill at: 860-653-1455 Express Business Valuation
This market-based business valuation provides owners and their advisors with the very accurate sense of the highest price they can expect to receive for their business, the optimal financial structure for a sale, and how much seller financing, if any, will be required to make the transaction work. The final report is over 20 pages in length including 6 pages of narrative and 14 pages of financial exhibits. Valuation reports are prepared within 3 business days. Delivered in PDF format. To get started, call Jack at: 860-653-1450 To get started, call Bill at: 860-653-1455 Life After Business – Your Customized Exit Plan
Each exit plan is personally prepared by an experienced professional. Data is collected via a detailed questionnaire and then a conference call with either Jack or Bill. The final exit planning report is approximately 50 pages long. Reports are prepared within 2 weeks by a certified exit planning specialist. Delivered in Word format To get started, call Jack at: 860-653-1450 To get started, call Bill at: 860-653-1455 Detailed Exit Planning Report (DEP)
The final DEP Report is typically 70-100 pages long.
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Knowing when to keep a business and when to sell it is one of the keys to a successful exit strategy. Unfortunately, many business owners sell for the wrong reasons and at the wrong time. The results can be catastrophic.
Understanding the value of a business is one of the first steps in developing a successful exit plan. Without a good sense of the value of a business, all other exit planning decisions will be flawed. 
This comprehensive exit plan is prepared specifically for you and your business. It includes the following chapters:
This detailed comprehensive exit plan is suitable for companies with revenues of more than $10 million or that have multiple shareholders. The DEP Report includes: