Business Exit Planning
Business Exit Planning is the holistic approach to designing a business-exit strategy that provides you maximum value for your life’s work. In short, it encompasses:
- Setting exit objectives -When do you want to leave?
- How much money do you need from your business exit?
- To whom will you sell the business?
- Creating an advisor team comprised of trusted, professional advisors (CPA, attorney, financial advisor, etc.); and writing down each aspect of the transition sequence.
- Creation of a business owner road map
Together we can help you reach your goals.
Connect with Carl Lutz to have an introductory conversation.
Carl Lutz owns the designation of a BEI Certified Exit Planner (CExP™). The BEI CExP™ designation is the standard for Exit Planning certification.