Plan Your Deal of a Lifetime In 2021

 Join us for our free webinar Plan Your Deal of Lifetime in 2021 and learn everything you need to know about planning your business exit and achieving your goals.

During our recent webinar, Look Forward To Your Exit In 2021, we spoke to two owners – Tim and Gerard – who are in the process of successfully navigating their exits.

Both owners told us just how invaluable our six-step framework was for them – even though their businesses and personal situations are quite different.

Here’s what they had to say:

Tim: “It provided a framework for our process… particularly, for calculating the Wealth Gap – what we had and what we needed to get from the sale – so that we had a much clearer picture of what our options were, determine which was the best for us, and it ultimately helped us get to where we are today.”

 Gerard:  “[The six-step process] gave me direction – the first step and most important step for me was preparation. Before, I was all over the place … trying to find information about taxes, types of sales … also, I was concerned about my employees and what might happen to them. I needed to focus. What is it that I need to do? What are my goals? What am I trying to achieve? It gave me a roadmap, looking at my Wealth Gap, etc., but also figuring out what I wanted to do personally. How would I spend my time? It was key in determining what was most important to me – both, financially and personally.”

Tim and Gerard are proof positive of how our six-step process works and they’re just two of the dozens of business owners we’ve worked with during the last decade.

Don’t let another year go by without having a plan for your business and your life.