The Exit Planning Advisor Team

The task of the Advisor Team is to ask questions, listen, and develop strategies, based upon each Advisor’s area of expertise, geared toward the realization of your goals.  The owner is in charge – not the Advisors.  The Advisor Team members are selected and retained by you, which is appropriate because you will invest a significant amount of trust and time with these professionals.  It is important that you feel comfortable with them.

Our Role

Our role addresses all appropriate components of your Personal Road Map to address and resolve issues and to devise a comprehensive strategy for you.  These Components are: range of value – an oral report (not a formal one); structure and pricing of sale or transfer to family; maximizing and protecting business value; business continuity; personal wealth and estate planning. We organize the data, the meetings with you and your Advisor Team, moderate the meeting, and prepare the Road Map.  Based upon your goals, we raise questions for consideration of the team to determine the best solution for you.

We use these components and input from your team to organize and facilitate the process so that recommendations from your Advisor Team members align and are easy to analyze and implement.  None of the components include implementation of the actions chosen – that’s what happens after you know your destination.

The Role of the CPA

The CPA provides consulting and advisory services, estate tax analysis and planning, and represent any family members with their personal accounting and tax needs.  Your CPA usually has valuable information about your business and can be very helpful in providing data about you and your business.

The Role of the Attorney

The Attorney offers counsel and insight into the business owner's overall Exit Plan.  The attorney will prepare the documents necessary to effect:  a transfer of ownership among family members; a merger or acquisition; a transfer to an insider; estate planning; various stock plans; key employee benefit planning; deferred compensation for the owner; buy/sell and perhaps more.

The Role of the Financial/Insurance Advisor

The Financial/Insurance Advisor performs a financial needs analysis.  This may include a review and advice regarding personal investment strategy that is aligned with your plan.  They can help determine whether your financial needs exit objectives can be met by expected net sale proceeds.  Many times, insurance is needed to protect the business and family with liquidity needs.  A qualified insurance professional can help with determining the best of the myriad of products available in the market.