Broker Check

Business Owners

How much of your net worth is locked up in your company?
Can you extract all of that value when it comes time to sell or retire?
How do you know what the value of the company is worth to a potential buyer?
What occurs when your exit is forced due to death, disability, disagreement, divorce or distress?

You are not alone if you cannot answer all of these questions. According to the Exit Planning Institute Study in 2013, 48% of owners in the study have done no transition planning and 79% of owners have no written transition plan. Contact us for a copy of the complete State of Owner Readiness Survey.

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