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.