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Exit Planning

Exit Planning helps business owners set, sort through, and achieve their exit objectives. It maps out a strategy whereby owners may leave their companies when they want, to the successors they want, and with the amount of cash they need.

Without exception, every owner leaves his or her company. Whether you do it in style depends on the specific exit planning actions you take before you leave.

If you see ownership change in your future, we can help you plan a successful business exit. We can help you answer the seven planning questions located on this page and identify qualified advisors to help you through the process.

Our Exit Planning Experience
We have access and experience with a variety of cutting edge Exit Planning techniques. We belong to a nationwide network of professionals in other disciplines experienced in the Exit Planning process.

What we offer business owners:
We've guided numerous owners through the exit planning process.  When your plan design is complete you will have a clear Action List stating actions to be taken, due dates for each action and the name of the advisor responsible for its completion.

  • No-cost initial consultations to explain how the Exit Planning Process works.
       
  • Access to state-of-the-art Exit Planning resources.
       
  • We maintain relationships with professionals in other disciplines experienced in the Exit Planning process. We can help you to find the advisors you need.
       
  • We present seminars on a variety of Exit Planning topics.

ESP Seven Step Process

Benefits to You, the Owner

Click here to receive a complimentary subscription to The Exit Planning Review™ e-newsletter.

Click here to sign up for one of our executive briefings.

Click here to contact our Exit Planning specialist.

 

  

 

Exit Planning involves answering "Yes" to seven questions:

1. Do you know your exact retirement goals and what it will take—in cash—to reach them?
2. Do you know how much your business is worth today, in cash?
3. Do you know the best ways to maximize the income stream generated by your ownership interest?
4. Do you know how to sell your business to a third party and pay the least possible taxes?
5. Do you know how to transfer your business to family members, co-owners, or employees while paying the least possible taxes and enjoying maximum financial security?
6. Do you have a continuity plan for your business if the unexpected happens to you?
7. Do you have a plan to secure financial independence for your family if the unexpected happens to you?

 
Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC.
Investment Advisory Services offered through Investment Advisor Representatives of NFPSI.
The Ganim Group, Inc. is a member of PartnersFinancial, an affiliate of NFPSI.
The Ganim Group, Inc. and NFPSI are not affiliated.

NFP Securities, Inc. does not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.