exiting is a process,

not an event

Our Executive Strategies Team will take you through our Six Step Planning Process by:

  1. Setting your personal and financial Exit Strategy Goals
  2. Discovering your mental and financial readiness to exit – using the Business Exit Readiness Index (BERI) tool
  3. Identifying your Owner Type to position you to achieve your goals
  4. Evaluating the best Exit Option for you
  5. Optimizing the value in your business available through your Exit Option
  6. Executing your Exit Strategy to reach your goals and protect your wealth