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Business exit planning

How much of my net worth is locked inside my company?

For owners whose net worth is tied up in the company, and who need to know whether that value can actually come out.

Answer the questions before someone else forces you to.

Four questions decide what a transition is worth to an owner, and you are not alone if you cannot answer all four. Steve holds the Certified Exit Planning Advisor designation, and this is the work that designation exists for.

The questions we start with

You are not alone if you cannot answer all of these. They are the ones that determine what the transition is worth to you.

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 company is worth to a potential buyer?
What happens when your exit is forced by death, disability, disagreement, divorce, or distress?

Most owners have not written any of it down

According to the Exit Planning Institute's 2013 State of Owner Readiness Survey, 48 percent of the owners surveyed had done no transition planning, and 79 percent had no written transition plan. Contact us for a copy of the complete survey.

We will be there for the hard version too

Our firm is built on service and care to our clients. Sometimes life is hard, and you can be assured we will be there to walk with you through the tough times, including death, sickness, and divorce. Our team will be there for you and your family.

Questions

About business exit planning

Have a different question? Ask it directly and we will give you a straight answer.

Earlier than most do. The options that improve value and reduce tax generally need years, not months, and a forced exit does not wait for you to be ready.

Certified Exit Planning Advisor. It is a designation focused specifically on preparing owners and their companies for a transition, whether that transition is planned or forced.

These usually come up in the same conversation

Business plans and benefitsCoverage and retirement plans your team values, at a cost the business can carry.Learn more

Retirement planningFind out whether you can retire, and what the day after looks like.Learn more

Estate planningMake sure the plan holds up on the worst day your family will have.Learn more

Next step

One conversation is usually enough to know

No pressure and no obligation. Tell us your situation and we will be honest about whether we are the right fit.

Start the conversation

Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation.