Resources
Understanding ESOPs – Register to our FREE webinar!
Understanding ESOPs – Register to our FREE webinar!
Resources
Step 1: Learn how to pinpoint crucial factors such as your desired exit timeline, your business’s current value, your retirement financial needs, and the ideal path to achieve your goals.
Step 2: Delve into assessing your income needs post-exit, your non-business assets, and the overall health of your business to ensure a smooth transition.
Step 3: Craft a detailed roadmap for your exit, exploring various scenarios and establishing both primary and secondary plans to adapt to any situation.
Step 4: Put your plans into action with expert guidance. Learn how to assemble and coordinate an advisor team to navigate legal, financial, and logistical complexities.
Step 5: Ensure the ongoing success of your exit strategy by establishing accountability measures and regularly monitoring your progress.
Mark Dorman
Sep 30, 2025 | Resources
Business Continuity Planning
Jul 28, 2025 | Resources
Exit Like a Boss: A Comprehensive Guide to Exit Planning
Jul 28, 2025 | Resources
It all begins with INSIGHTS
Aug 20, 2024 | Resources
What if? What happens if businesses in your community fail to transition… and how can you help them?