CALCULATORS & SURVEYS

Key Person Life Insurance Calculator

Use this calculator to receive an approximate range of the level of life insurance coverage you would need for a key person in your business.


USE CALCULATOR

Exit Plan Readiness
Survey

Getting prepared to exit your business? Take our survey and get an instant readiness score, complete with personalized, custom resources.


TAKE SURVEY

eBooks

Business Continuity Planning

Learn how to handle a variety of transfer events and consequences that impact the business and the remaining (or new) owner when the original owner leaves.


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Business Growth By Acquisition

Looking to grow your business by acquisition? See how it can help your exit planning goals.


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Business Exit
Headwinds

Discover the three significant headwinds that typically increase the difficulty of a successful business exit for all owners.


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Exit Paths for Business Owners

This white paper examines the advantages and disadvantages of eight Exit Paths and describes a process that enables owners to choose the best Exit Path for them.


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Employee Incentive Planning

When exiting a business, you’ll likely confront the challenge of incentivizing employees—specifically, management—to stay with the company after they have left. Learn how you can handle this challenge the right way.


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Leaving Your Business Is Inevitable

Get an overview of the Business Exit Institute’s Seven Step Exit Planning Process that we use in our exit planning process.


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Setting Goals for Exit Planning

Understanding and quantifying when, to whom, and for how much owners leave their businesses are the first indispensable steps of the Exit Planning Process.


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Successful Transfer of the Family Business

This white paper will  lay out strategies to help improve the chances that you transfer your business to your family successfully.


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Top 10 Deal Pitfalls

Discover 10 common deal pitfalls that each have the capability to derail a deal when you are trying to exit a business on your own terms.


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Transferring Wealth to Children

Once a business owner establishes their financial Exit Objective, these questions will help design a transfer mechanism that will pass their wealth to their children with minimal tax impact.


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Transferring Your Company to Key Employees

Each business transfer method described in this white paper uses either a long-term installment buyout of the owner or someone else’s money to complete the buyout, as key employees may not have sufficient quantities of cash for the buyout.


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Understanding Business Value

Ascertaining the value of a business owner’s assets is paramount if an Exit Plan is to be considered successful. Use this guide to determine what factors will contribute to your business’s value.


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Using Short-Term Key-Employee Incentives to Increase Sale Price

Business owners considering a sale to a third party must take every reasonable step to ensure that their key employees remain at their posts, even as the owners prepare to leave theirs.


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Value Drivers in Acquisition

What do buyers look for in a prospective business acquisition? Learn the value drivers that matter most.


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Let us help you prepare for a successful business exit.

Contact us to learn more about our exit planning strategies and financial coverage options for your company.