Business Exit Strategy Consulting
Our business consultants work to streamline exits in conjunction with other exit planning specialists who aid in tax planning and legal work. We leverage our resources to increase business value by implementing strategic growth models and protection for liabilities. Few attorneys and CPAs specifically work in this area, which is why our positioning is so important.
Financial Services Priced for You
Improper structuring of a business strategy could cost a company time, jobs and money. To prevent that issue, our fee is based on the average revenue of your company, and we set expectations and timelines up front so our team and clients are all on the same page. This means everyone’s time can be utilized effectively as we provide unbiased, non-proprietary recommendations.
Business Continuity Planning – Key Man Coverage
All too frequently, small businesses dissolve due to key members leaving, whether by choice or out of necessity. To avoid this, we use various types of entity agreements—including cross-purchase, and split-dollar—to ensure that the company, its employees and any beneficiaries are adequately protected. To counter the loss of a team member, we have developed our own key person insurance calculator that combines several well-known strategies to provide you a range of insurance values and provide your company adequate coverage. In addition to calculating the revenue a key person brings to your company, we also consider the amount of time it takes to replace that person, how long it takes their replacement to become completely efficient and the present value of the future impact of such a loss.